How to upload an image of a Passport or Visa?

  1. Open the client’s profile.
  2. Click on Passports/ Visas on the left side of your screen.
  3. Select one of the upper tabs (passport or visa). Then click on Add.
  4. Inside the “Image” box you can drag a file or click on the word Browse to search for one in your computer.
  5. Fill out the remaining fields manually.
  6. Click Save and the information and image will be stored. The platform will let you as as many documents as you need.
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