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📁 Phase 1 — KYC Introduction & Requirements
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📁 Phase 2 — Customer Onboarding in Odoo
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📁 Phase 3 — Document Collection
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📁 Phase 4 — Document Upload & Verification
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📁 Phase 5 — KYC Review & Approval
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📁 Phase 6 — Document Expiry & Renewal
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📁 Phase 7 — Compliance Reporting
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- Join this Course to access resources
4.1 — Navigate to Documents Tab
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ Documents tab
✅ WHAT TO DO
The Documents tab stores all physical KYC files attached to the customer record.
- Click 'Documents' tab in the customer form
- Each document type has a dedicated upload slot
- Shows: filename, upload date, uploader name
- Compliance reviewers verify each document here
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💡 TIP
The Documents tab is the AUDIT TRAIL. Never delete documents — even expired ones must be kept for 5 years per RERA regulations.
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