Document Viewing Functionality For Admin
The Wakandi Admin Panel includes enhanced document viewing capabilities, allowing administrators to access and review various client-related documents seamlessly. Below are the highlights of the functionality:
Key Benefits of the Feature
- Simplifies access to critical client documents directly within the admin panel.
- Enhances the efficiency of KYC reviews, asset verifications, and loan application evaluations.
- Provides a streamlined user experience for administrators managing multiple clients.
How to Use the Document Viewing Feature
- View KYC Documents:
- Navigate to the CAMS section and select Clients.
- Choose the client whose KYC documents you want to view.
- Click on the KYC tab to display a list of uploaded KYC documents.
- Use the View icon next to the desired document to open it.
- View Client Assets:
- Go to the Assets tab under the selected client.
- Locate the specific asset document you wish to view and click the View icon.
- View Loan Applications and Details:
- Access the Loans tab for the selected client.
- Find the specific loan or application and click the View icon to display its details.