How client can send data to Suvit portal by there credential
Your client can send data directly into your Suvit portal, simply create the client account from client management section seamlessly and make most out it.
How clients can send data to the Suvit portal using their credentials
Steps to follow:
1. Ensure a Client ID is Created:
- The client must have a Client ID created from the Client Management section in Suvit.
2. Login to Suvit.io: using client Details
- The client logs in using their Username and Password.
3. Access Assigned Company and Module:
- Once logged in, the client will see their assigned company and module on the screen.
4. Import the Statement:
- Click on "Import Statement" and upload the required document.
- Once the document is uploaded, it will be visible in your Suvit Banking Module under your login, and you can start working on it.
