2.1.2 Insta Retail Onboarding - Documents & Images

Section to upload party documents including the supporting document and signatures.

Note:

The fields marked as Required are mandatory.

The following data segments are available in the Documents & Images screen to capture the details of documents and images.

Table 2-3 Data Segment - Description

Sl.No	Data Segment Name	Mandatory / Optional / Conditional	Description
1	Supporting Documents	Optional	Data Segment to capture supporting documents of the customer.
2	Signatures	Optional	Data Segment to capture signatures of the customer.

1. On the Insta Retail Onboarding screen, click and expand Documents & Images segment.
2. On the Documents & Images segment, click Edit button on the Supporting Documents widget.
   The Supporting Document screen is displayed.

   Figure 2-17 Supporting Documents

   
   

   
   Description of "Figure 2-17 Supporting Documents"

   
   
3. Click icon to add a supporting document.
   The Document screen is displayed.

   Figure 2-18 Add Document

   
   

   
   Description of "Figure 2-18 Add Document"

   
   
4. On the Document screen, specify the details. For more information on the fields, refer to the Figure 1-38 table.
5. On the Documents & Images segment, click Edit button on the Signatures widget.
6. Click icon to add a signature.
   The Add Signature pop-up screen is displayed.

   Figure 2-19 Add Signature

   
   

   
   Description of "Figure 2-19 Add Signature"

   
   
7. On the Add Signature pop-up screen, specify the details. For more information on the fields, refer to the Table 1-37table.
8. Click Save to save a record.