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

  1. 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.
  2. 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.
  3. 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.

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