Available Actions#
The Onboarding Document Details section provides several actions for each type of document, including:
Item: Add Message - Allows you to add a message to the document.
Item: Upload New File - Allows you to upload a new file to the document.
Item: View Document - Allows you to view the uploaded document.
Item: Download Document - Allows you to locally download the document.
Item: Approve Uploaded Document - Allows the user to approve any documents that have been uploaded.
Available Actions
See below for actions available in each tab.