How to use the Query function to request a new document or request a change to a current document?

You have the ability to use the "Query" function in valid8Me to easily request a new document or make changes to an existing document.

The "Query" function can be utilized for both Corporate and Individual clients, with slight variations between the two. First we shall look at how to use Query specifically for a Corporate Client.

After logging into your portal, navigate to the left-hand panel and select Vault Hub. Use the search field at the top of your screen to find your client. Once the results are displayed, simply click on the Client's name to proceed or alternatively use the menu to the right to the right hand side to view the profile.

Upon performing this action, a new window will be opened displaying the Connection Information. Click on the Online Vault icon to proceed:

If we click on the Online Vault icon, the Query button is in the top right hand corner:

Clicking the "Query" button will result in the following pop-up appearing:

To request a new document or to make changes to an existing document, select the appropriate options from each dropdown.

In this example access to another document is required. So that Purpose has been selected along with the relevant Product/Service and Connection Case. A note was also used to explain to the client that the Certificate of Incorporation is also required.

For example. If an Authorised Representative's document was out of date, an updated document could be requested as follows:

Next, scroll down to choose the option for the Driving Licence and then proceed by clicking on the Send button.

At the beginning of this article we mentioned that, "The "Query" function can be utilized for both Corporate and Individual clients, with slight variations between the two." As can be seen below the Query is available for individual documents. There isn't an option for Company documents or an Authorised Representative's documents.