How do I request a new document or a change to a current document?

  • Once logged into your portal, select Connections on the left-hand panel.
  • Search for your customer using the search field at the top of your screen.
  • Once the results are available, click on the customer's name, this will open a new Connection Information window. 
  • Select Query at the bottom of this window to request a new document or a change to a current document.
  • Choose the relevant options from each dropdown and select Send.
    •  If you are unsure of the connection case reference number, you can view these connection cases on the right side of the window under Connection Activity.   

Note: This feature is available even if you are using a free account. If you would like to use this functionality for all your customers by connecting with them using valid8Me, please leave your details here and we will get straight back to you.