Upload Compliance Documents

Upload and manage compliance documents for a client.

Steps

1. Open the client's detail page
2. Click the Documents tab
3. Find the document type you need (e.g., Trade License, Emirates ID, VAT Certificate)
4. Click Add File next to that document type
5. Select the file from your computer
6. The Expiry date is extracted automatically from the document — edit it if the detected date is incorrect
7. The file uploads and appears under the document type

Notes

• Supported formats: PDF, JPG, PNG
• FinGryd sends expiry reminders automatically based on the expiry date
• Expired documents are flagged in red on the client's overview