There are two ways to add additional documentary requirements to an assessment; one when creating an assessment, and another when an assessment has already been created.
1. Upload Additional Documents
When creating an assessment, you can tick the "Upload Additional Documents" box. Doing so will append a pre-configured list of additional documentary requirements to the end of the created assessment:
To define what documents are requested, go to the "Request Additional Documents" section of the side bar:
In this screen, you can define the list of documents requested by the system when using this feature as part of creating an assessment. You can define the documents required for Individual and Corporate assessments - simply tick the boxes of the documents you wish to request. This approach & method is useful when you have a defined list of additional documents you will be regularly requesting to complete your checks for a client.
2. Attach Additional Documents
Once an assessment has been created, you can customise the documentary requirements for that assessment by using the "Attach Additional Documents" feature from the assessment's Report screen. Navigate to the Detailed Report screen for the assessment and select "Attach Additional Documents" from the "Additional Actions" dropdown in the top right of the screen:
You will be presented with the following screen:
In this screen, you can define the documents you would like to request. You can also choose whether to send an email out to the assessment recipient as part of this action. Clicking "Append" will add the new documentary requirements to the assessment. If the assessment has already been completed, it will re-open the assessment in order to accommodate the new documents.
Note - if you are uploading the document yourself, uncheck the “Send custom email” checkbox in the upper right side of the screen, so your customer will not be bothered with an email requesting them to attach the document.
If you want the customer to upload the document, leave the checkbox checked. The customer will receive an email asking them to upload the document, and of course also containing a link to do so.
If you decide to personalise the email, it is important that you do not delete the below html commands from the email:
<div style="text-align: left;"><br />To complete the application, click <u><a color: #0380ff; font-weight: bold; text-decoration: underline;" href="{InvitationLink}" target="_blank">HERE</a></u>.<br />
This method is useful if you will have bespoke documentary requirements per-client/assessment.