Only once the payee has initiated the onboarding form will a user be able to generate and export a document in the following formats:
- CSV (delimited file)
Generating details in these formats enables ease of review and easy update of the details or incorporation to the customer’s accounting system once it has been marked as accepted.
1. Select the "Onboardings > Invitations" option from the "Customer Options" ribbon.
2. Select the payee name of the respective invite to be exported. ( Note: to bulk export documents, check the respective payees and use the CSV or PDF export options that appear under the actions section on the right of the screen)
3. Select the export type (CSV / PDF) from the Actions list on the right.
