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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
4.3 — Verify Document Quality
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ Documents ▸ Preview
✅ WHAT TO DO
After uploading, open each document to verify it is legible and complete.
- Click the filename to preview
- Check: all text readable, no cutoff edges, no glare
- Verify: document belongs to THIS customer
- Poor quality? Delete and re-upload a better scan
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💡 TIP
A blurry Emirates ID causes KYC rejection by the Developer. Verify quality AT THE TIME OF UPLOAD — not after the deal is blocked.
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