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Expiring documents
Opening the item
Follow the steps below to access expiring documents:
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Expiring documents menu item to open the Document List.
Click a Client’s name to open the user profile.
Navigate to the Documents tab in the top side-bar.
Click Edit in the corresponding document line to open the details.
Component parameters
Expiring documents list
Parameter | Description |
|---|---|
Client | The column demonstrates the names of Persons or Companies the documents belong to. |
Type | The column includes the following document types:
|
File | The expiring document files are attached to the column. Click a file name to open it in a new tab. |
Valid until | The column defines document expiration dates. |
Filters | Navigate across the list filtering the items by document ids (available in the Edit mode of a document), client names, document types, and expiration dates. |
Help | Click to access the current page right from the Admin Panel. |
Configuring the component
Browse and edit the document details in the Documents tab of every Client’s profile.
Document details
Parameter | Description |
|---|---|
Type | Defines the document type which is one of the following:
|
Country code | The field provides the Country name the Client’s citizenship belongs to (if available). |
Number | The document number assigned by the issuing authority (if available). |
Issued by | Defines the issuing authority name. |
Issue date | Defines the exact date of issue. If the issue date is not set by the client, the field will be automatically set to today’s date in account and profile logs. |
Valid until | The field includes the date of document expiration. |
State | Document verification state:
|
Add new | Attach a new document to the Client’s profile manually. |
Help | Click to access the current page right from the Admin Panel. |
Useful tips
Once a document expires, a notification appears in the top-right corner of the Administrative Panel.
Remember to refer to the top toolbar of the user profile for document details.