Swiss Fuel Primary User's Manual


Contents
SF04 Primary User/Customers

In the Customer Documents section, there is a document type dropdown next to Choose File button. In this dropdown list, all the document type which starts with the * symbol represent the mandatory documents that are required to upload in order to ACTIVATE any customer created on or after 14th March, 2023.

 

Steps to upload mandatory document:-

  1. Click on Choose File.
  2. Select a File to upload.
  3. Select the document type from the list.
  4. Type a comment in the Comments box(if required).
  5. Click on
  6. Repeat step 1 to 5 to upload more documents.
  7. Now the document is uploaded but not saved. To save all newly uploaded documents click SAVE or UPDATE.

However, a customer can be created without uploading mandatory documents but the customer's status will remain INACTIVE

Note: to upload documents of any other document type which is not listed, please choose Identify As and mention the document type in the comment.

 

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