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How to Upload a Document

Alloy’s dashboard supports a document upload feature in the evaluation summary page.


To access this feature, navigate to the Review Queue, then select a pending evaluation:


Once the page has loaded, locate and click theicon in the upper right:


An Upload Document submission form will appear:

On this form, the agent will:

  1. Select a document file to upload

  2. Provide a name for the document

  3. Indicate the document type (e.g License, Passport, Utility)

  4. Add any relevant notes

  5. Click “Upload”


After the document has been uploaded, a link to the document will appear:


To view an uploaded document and its details, simply click on the document’s name:


W
William is the author of this solution article.

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