1. Help Centre
  2. Sourcing Documents
  3. Connection Requests / Sourcing Documents

How do I invite an online customer to connect with me?

A step by step guide as to how an onboarding user would initiate a connection with a customer.

It is easier for an onboarding company to connect with a customer that already has a valid8me account.

  • To connect with a customer, the onboarding company should search their name in the search bar first. If the customer shows up with an online box highlighted, this indicates that they have an online account.

Screenshot 2021-06-04 094447

  • The onboarding company then needs to specify the reason they wish to connect with the customer for i.e., the product/service they offer. They can then request access to the customer’s documents.