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Project Documents

This subsection likely pertains to managing documents related to the project, such as terms of service, privacy policies, or other relevant files.

Select Project Documents from the Settings menu.

Upload and manage essential documents based on front only, front and back, and expiry date, like:

  • Aadhaar card, National ID
  • Any other relevant documentation

Then Update

You can add more by just clicking the ‘Add More’ button that is there in the top right corner.

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FAQ's

The Project Documents section allows the admin to define and manage mandatory documents that merchants and users must submit during onboarding or verification. These can include licenses, ID cards, or any regulatory document relevant to the business.

Only the admin has access to configure, add, or update the document requirements for both merchants and users.

Yes. The admin can create separate sets of required documents for merchants and users, depending on their respective onboarding or operational needs.

For each document, the admin can configure:

  • Document name (e.g., License, Civil ID)
  • Whether front and back images are required
  • Whether an expiry date must be provided
  • Whether the document is mandatory or optional

The admin can click on “Add Document”, fill in the necessary fields (name, type, side, expiry, etc.), and click “Update.” This document will then be required from users or merchants as per selection.

Yes. Admins can edit document fields at any time, such as changing it from optional to mandatory, updating the name, or modifying expiry requirements.

While the system tracks document requirements, it is best practice for the admin to manually notify users/merchants or use the notification module to inform them if new documents are made mandatory.

If a document is marked mandatory, the user or merchant cannot complete registration or verification until all required documents are submitted successfully.

Yes. For documents like licenses or IDs, the admin can enable the expiry date field, and users/merchants will be required to provide the valid expiry date during upload.

Yes. While not explicitly mentioned in the interface, it is recommended to keep files below 2 MB, especially for front/back image uploads, to ensure quick processing.

If the document is still valid (and not expired), users/merchants can reuse it. However, in the case of expiry or policy change, the system might prompt them to upload a new version.

Submitted documents are visible in the respective merchant or user profile within the admin panel, categorized under the “Documents” tab for easy reference.

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