Skip to content

Commit 22f3e86

Browse files
Doc 1438/docs upload supporting documents no code (#497)
* Update guide-missing-information.mdx * Update guide-missing-information.mdx * Update guide-missing-information.mdx * Apply suggestions from code review Co-authored-by: racene-swan <racene.ratnaswamy@swan.io> --------- Co-authored-by: racene-swan <racene.ratnaswamy@swan.io>
1 parent ce08d2b commit 22f3e86

File tree

1 file changed

+18
-5
lines changed

1 file changed

+18
-5
lines changed

docs/topics/merchants/guide-missing-information.mdx

Lines changed: 18 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -223,11 +223,11 @@ For more details about required documents, refer to the [Document Center](/partn
223223
1. Call the `merchantProfile` query with your merchant profile ID (line 2).
224224
1. Add the `supportingDocumentCollections` field to your query (line 3).
225225
1. Add a filter for `status: WaitingForDocument` to return only collections waiting for documents (line 4).
226-
1. Include `requiredSupportingDocumentPurposes` with the fields `name` and `acceptableSupportingDocumentTypes` to see which documents are needed (line 11).
226+
1. Include `requiredSupportingDocumentPurposes` with the fields `name` and `acceptableSupportingDocumentTypes` to see which documents are needed (line 12).
227227

228-
<a href="https://explorer.swan.io?query=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&tab=api" className="explorer-badge">Open in API Explorer</a>
228+
<a href="https://explorer.swan.io?query=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&tab=api" className="explorer-badge">Open in API Explorer</a>
229229

230-
```graphql {2-4,11-12,15} showLineNumbers
230+
```graphql {2-4,10,12-13,16} showLineNumbers
231231
query GetSupportingDocumentCollection {
232232
merchantProfile(id: "$MERCHANT_PROFILE_ID") {
233233
supportingDocumentCollections(filters: {
@@ -237,6 +237,7 @@ query GetSupportingDocumentCollection {
237237
edges {
238238
node {
239239
id
240+
supportingDocumentCollectionUrl
240241
statusInfo { status }
241242
requiredSupportingDocumentPurposes {
242243
name
@@ -268,6 +269,7 @@ query GetSupportingDocumentCollection {
268269
{
269270
"node": {
270271
"id": "$SUPPORTING_DOCUMENT_COLLECTION_ID",
272+
"supportingDocumentCollectionUrl": "$UPLOAD_FORM_URL",
271273
"statusInfo": {
272274
"status": "WaitingForDocument"
273275
},
@@ -296,14 +298,25 @@ query GetSupportingDocumentCollection {
296298

297299
### Step 5: Upload documents {#step-5}
298300

301+
There are two ways to upload documents:
302+
303+
#### Option 1: Generate upload URL with the API {#option-1}
304+
299305
Supporting documents work the same way as for onboarding and transactions.
300306

301-
Use the collection ID from the previous step to generate the supporting document upload link.
307+
Use the collection ID from the previous step to generate the supporting document upload link.
302308

303309
Refer to the guide: [Upload a supporting document for an onboarding](/topics/accounts/documents/guide-upload-onboarding).
304310

311+
#### Option 2: Use Web Banking {#option-2}
312+
313+
You can direct users to upload documents directly through our Web Banking interface.
314+
Use the `supportingDocumentCollectionUrl` field from the supporting document collection (step 4) to get the upload form link. Share the link with your users so they can upload their documents directly in Web Banking.
315+
316+
When users upload documents through Web Banking, the collection review is requested automatically (skip step 6).
317+
305318
### Step 6: Request a collection review {#step-6}
306319

307-
Request a review for the collection.
320+
If you used option 1 to upload documents, request a review for the collection.
308321

309322
Refer to the guide: [Request a supporting document collection review](/topics/accounts/documents/guide-request-collection-review).

0 commit comments

Comments
 (0)