Managing documents for multiple business location profiles
You will receive an email notification when your financial institution creates a new document request. The email will not display details about the documents being requested. It is recommended to periodically log in and check each business location for documents requested by your financial institution. Your financial institution will define which documents are needed for each business location.
When documents have been requested by your financial institution, please login to POSaBIT and select a business location from the profile selection page:
- Select My Business from the navigation menu and then select Business Documents.
- Click on Actions for the document request you would like to fulfill.
- Click Choose Files or drag and drop to upload files. A green bar will display the upload progress for each file. Click on the red X to remove a file that has been uploaded by mistake.
- Click the Submit button to submit the files to your financial institution.
To switch to another business location click on your name in the top right corner of the page and select Switch Profile from the drop-down menu. Select the next business location you would like to upload documents to and repeat steps 1-4.
To add files to a document request that has already been submitted:
- Select My Business from the navigation menu and then select Business Documents.
- Click on Completed to view a list of completed document requests.
- Click on View to see a list of file that have already been uploaded.
- Click Choose Files or drag and drop to upload additional files to fulfil the document request. A green bar will display the upload progress for each file. Click on the red X to remove a file that has been uploaded by mistake
- Click the Submit button to submit the additional files to your financial institution.
Note: SINGLE FILE will be displayed under the document request name if your financial institution has specified that only one file is allowed be uploaded to fulfill the request.
NOTICE: All document requests conveyed through the POSaBIT network, including the approval or non-approval of documents are at the full control and discretion of your financial institution. Failure to comply with your financial institution’s requests and covenants may result in an item being returned or the account being suspended/closed. POSaBIT is a technology provider to your financial institution and has no authority or control over account status, document requests, or their approval. Please contact your financial institution regarding account requirements or questions on documentation
