2.1.2 Insta SMB Onboarding – Document & Images

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

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.

Note:

The fields marked as Required are mandatory.

1. On the Insta SMB Onboarding screen, click and expand Documents & Images segment.
2. On the Documents& Images segment, click Edit button on the Supporting Documents widget.
   The Supporting Documents screen displays.

   Figure 2-9 Onboarding – Supporting Documents

   
   

   
   Description of "Figure 2-9 Onboarding – Supporting Documents"

   
   
3. Click on the
   
   
   
   icon to add a supporting document.
   The Document screen displays.

   Figure 2-10 Add Document

   
   

   
   Description of "Figure 2-10 Add Document"

   
   
4. On the Document screen, specify the details. For more information on the fields, refer to the Table 1-14 table.
5. Click Save to save the documents details.