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How to upload additional documents to a transaction?
How to upload additional documents to a transaction?
Anastasia avatar
Written by Anastasia
Updated over 2 years ago

If you've made or received a payment with FINOM, you also have the option to attach additional useful documents to your transaction.

To complete this, select the transaction you want from the History section on your main dashboard.

This will take you to the transaction page, and to start adding a document, click on the blue button "Attach document", as shown below.

A new pop-up window will open, where you should select "Click or drag to upload document".

When you select "Click or drag to upload document", you also have the option to select the type of document you would like to upload:

Once you have selected a file, you can choose whether you want to download the file with or without the recognition function. You can find more information about the recognition function here.

If you have uploaded a document without using the recognition function, the following window appears, in which you have to check and confirm the information manually. After checking, click on "Verify document" in the top right-hand corner:

The document will be stored in the "Linked payments" widget. If you need to review it, just select it from here.

Every attached document can also be deleted. To complete this, click on the three dots at the top right of the "Linked Payments" section, and then "Unlink payment".

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