In addition to the business details, address, and contact captured in the Initiation stage, the RMs can add important supporting documents in the Basic Info screen.

1. Click Acquire and Edit in the Free Tasks screen for the application for which the Onboarding Enrichment stage has to be acted upon.
   The Onboarding Enrichment - Basic Info screen displays.

   Figure 1-19 Enrichment – Basic Info

   
   

   
   Description of "Figure 1-19 Enrichment – Basic Info"

   
   

   For information on adding Business Details, Current Address, Previous Address, Contact Details and Tax Details, refer to the Onboarding Initiation - Basic Details section.

2. Click and expand the Supporting Documents section to add the supporting documents.
   The Supporting Documents screen displays.

   Figure 1-20 Enrichment – Basic Info – Documents

   
   

   
   Description of "Figure 1-20 Enrichment – Basic Info – Documents"

   
   
3. Click Add button to add the Supporting Documents.
   The Document screen displays.

   Figure 1-21 Enrichment – Basic Info – Documents

   
   

   
   Description of "Figure 1-21 Enrichment – Basic Info – Documents"

   
   
4. On the Document screen, specify the details.

   Table 1-23 Document - Field Description

   Field	Description
   Document Name	Select the document name from the drop-down list.
   Document Number	Specify the document number.
   Document Issue Date	Click the calendar icon, and select the issue date of the document.
   Document Expiry Date	Click the calendar icon, and select the expiry date of the document.
   Upload Documents	Click icon and select the document to be uploaded or drag and drop the documents.
   Uploaded Documents	Displays the uploaded documents.

5. Click Save to save the documents details.

   Note:

   You can also select the required item from the list and click Edit/Delete to modify/delete the added document details.
6. Click Next to move to the Onboarding Enrichment - Consent and Preferences segments.