Customers & Documents
Keep one record per customer, store their documents securely, share them safely and ask customers to upload files.
Guides and articles 4
- Guide Adding and managing customers Create a customer record, edit it, and use the customer page to see everything linked to that customer.
- Guide The Document Center: upload, find and open documents Upload documents against a customer, find them by category, and open them securely.
- Guide Sharing a document with a customer securely Create a password-protected share link, send it, and revoke it when it is no longer needed.
- Guide Asking customers to upload documents (Document Requests) Send customers a secure, expiring upload link listing exactly the documents you need, then approve or reject what they send.
Frequently asked questions
Search the customer list by mobile number before adding someone new. For loan leads, BizDue also checks the mobile, alternate mobile and email against existing leads and warns you when it finds a match before the lead is saved.
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.
Help topics
Getting Started
Customers & Documents
Leads, Assignments & Follow-ups
- Overview
- Creating a loan lead
- Following up leads on time
- Assigning leads to your team
- WhatsApp leads: enquiries that create themselves
- Converting a lead into a loan application
- My Tasks: your own to-do list with on-time alerts
- What do the lead statuses mean?
- A WhatsApp message didn't create a lead. Why?