1. Small and Medium Business Onboarding User Guide
  2. Insta Party Management
  3. Insta SMB Onboarding
  4. Insta SMB Onboarding – Document & Images

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

  3. Click on the
    Add icon

    icon to add a supporting document.
    The Document screen displays.

    Figure 2-10 Add Document


    Description of Figure 2-10 follows
    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.