Navigating there

If you haven't requested any documents from the Broker platform, your customer's documents screen will look like this:

If you have requested documents using the Broker portal, the customer's screen will look like this:

The counter on the right hand side of each expandable category denotes:

• Number of documents requested for that category
• The progress of how many have been provided by the customer

☝️

If a customer is completing their Discovery Journey on their phone, they can choose to take a photo of their document to upload