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Entity Document Upload

Entity Document Upload​

Overview​

You upload the required company or entity documents one by one until the submission is complete.

User Journey (Step-by-step)​

Route: /entity/upload​

Entity upload page

What you see:

  • A list of document upload steps.
  • A progress indicator showing how many steps are approved and what is still pending.
  • For each step, an area to click or drag and drop a PDF file.
  • Status messages for each step (pending, uploaded, processing, approved, rejected, pending review).

What you do:

  • Expand a step if needed.
  • Upload a PDF for that step by clicking or dragging a file into the upload area.
  • Repeat for each required step.

What happens next:

  • When all required steps are considered complete (approved, pending review, or uploaded), you are taken to the entity completion screen.

Route: /entity/complete (automatic after completion)​

Entity completion screen

What you see:

  • A completion message and a Continue button.

What you do:

  • Tap Continue.

What happens next:

  • You are redirected to the business return link, or the window closes.

Entry Conditions​

  • You are routed to the entity upload screen after a successful entity session startup.

Exit Conditions​

  • When all completion conditions are met, you go to the entity completion screen.

Branches​

  • Missing entity session context (for example after a page refresh):
    • You may be sent back to the entity start screen to re-initialize.
  • PDF-only requirement:
    • If you try to upload a file that is not a PDF, the step shows an error and you remain on the upload screen.
  • Status changes over time:
    • A step can move between pending, uploaded, processing, pending review, approved, or rejected as our servers review the submission.
    • The overall journey can be considered complete even if a step is still "uploaded" rather than fully approved, depending on the business configuration.