Submit documents requested by your financial institution
To submit files for a new document request:
- 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 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 tab at the top right of the table to view a list of completed document requests.
- Click on the View button a list of files that have been submitted to your financial institution.
- Click Choose Files or drag and drop to upload additional files to fulfill 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.
