Party: Documents Tab

This page is accessed via Restricted Party Screening > Parties or Master Data > Parties. Select a contact and then click the Documents tab.

This tab displays documents that are attached to the party - either by the Attach Document action or through integration.

Additional Documents

This section displays document uploads and reports associated with the party.

Use the icons to interact with additional documents.

  • Actions (Actions icon): Launches the Document Actions page.
  • View (View icon): Views the content of the latest document revision in a popup.

Related Topics