Manage an account's internal documents

In addition to uploading files and adding comments to the documents section of an account, you also have the ability to upload internal files for internal reference.

These are documents that will only be visible to your institution - the business will not be able to view them.

Add or remove internal documents

  • In your Green Check account, navigate to Accounts in the navigation bar on the left.
  • Select the account.
  • Navigate to the Internal tab.
  • In the Supporting Documentation section, click the file browser or Upload Another File to add a file.
  • To remove a file, click the X icon.