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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
4.2 — Upload Documents
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ Documents ▸ Upload
✅ WHAT TO DO
Click Upload next to each document type and attach the scanned file.
- Click Upload next to the relevant document type
- Select the file (PDF, JPG, PNG, HEIC — max 10MB)
- Accepted: original scans, official digital copies, UAE PASS
- Not accepted: screenshots, photocopies of photocopies
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💡 TIP
Always upload the ORIGINAL FILE from the scanner. Do not photograph the document again — quality loss makes text unreadable.
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