A step by step guide as to how a customer would search for a company to connect with on the mobile app.
A retail or corporate customer can connect with an onboarding company just by searching their name and sharing their documents for a particular product/service.
- To search for a company, select the search tab at the bottom of the screen. From here you can search for any company you want.
- After finding the company you wish to connect with, select the product/service you wish to avail of, then press Share.
- In this case, we are trying to connect with Mischon De Reya for retail legal services.
If you already have the relevant necessary documents for this product/service uploaded, the connection request will be made. If not, valid8me will inform you that you are missing some documentation.