• Step 1 — Open API Integration

    From the Dashboard, click on Buyer from the left sidebar and select API Integration to open the API Integration listing page.

  • Step 2 — Edit an Existing Integration

    From the listing page, click the Edit icon next to any existing integration to open its settings.

  • Step 3 — Go to General Information Tab

    Make sure you are on the General Information tab. Scroll down below the Notes field to find the Upload Client Document section.

  • Step 4 — Upload the Document

    Click on the “Drop files here or click to choose” upload area. A file picker will open — select the document you want to upload from your computer. You can also directly drag and drop the file into the upload area.

  • Step 5 — Save the Document

    Once the document is selected and uploaded, click the Save button to attach the document to this API Integration. The uploaded document will be saved and accessible from this integration’s settings going forward.

💬