Once you have requested a transaction certificate from your partners, you can track the status of each certificate on the Transaction Certificate tab on the Compliance page.
Pending Requests
In this section, you can view certificates that have been requested but not yet uploaded by your partners. To delete a request, click on the bin icon next to each request.
Drafts
This section shows certificates for which drafts have been uploaded. You have the option to:
View: Click on the eye icon to view the uploaded document.
Approve or Reject: Click on the corresponding button to approve or reject the document. Your partner will be notified accordingly.
Download: Click on the download button to save the document to your device.
Archive: Click on the archive icon to move the draft to your archives.
Final TC
Once the draft is approved, your partners can upload the final transaction certificate. Certificates that are finalized will also appear in this section.
Archive
All final transaction certificates will automatically move to the archive section six months after confirmation. You can also manually archive documents by clicking on the archive icon.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].