If the applicant has completed their profile and the profile is already viewed by a dashboard user, it is not possible for the applicant to add any more documents or data or edit the shared data. However, you can still request additional items at this stage.

There are two ways to do this.

1. You can reject the item. In this case the user will get an email asking them to upload a new document or documents. For example if you have already requested a financial reference and the document shared is insufficient, you can reject the item and ask them to upload new documents.

You can also reject any basic details such as PPS number or Date of Birth if you think they are obviously incorrect. the user can enter the correct item once you have rejected it.

2. You add a new item to the existing profile. Just open the profile and use the + icon to add the additional item.

The user will get an email asking to upload the new item and will be able to log back in and complete the profile.

Note you can also send an attachment with this additional request if you need to.

Any questions please contact support@planetverify.com for more information.