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Where Do I Upload My Source Documents

C
Written by Connor Carey

You can attach source documents at two points during the data entry process:

Step 2 — Company & Financial Details

An upload section appears below the financial data fields. If documents are required, you must attach at least one file before you can advance to the next step.

Confirm and Proceed Modal

Before finalizing your submission, you'll have another opportunity to upload documents — or review files you've already attached. If documents are required and you haven't uploaded anything yet, you won't be able to move forward until you do.

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