Step 1: Open the Client Profile
Go to Clients from the left-hand menu, select Individual (for KYC) or Business (for KYB), and click on the relevant client to open their profile.
Step 2: Go to the Documents Section
Scroll down to the Documents section on the client's profile page.
Step 3: Click "Upload Document"
Click the Upload Document button located at the top-right of the Documents section.
Step 4: Select Document Type
In the pop-up window, click the Document Type dropdown and select "Reliance Partner KYC Document" from the list.
Step 5: Attach the File
Click on the file upload area and choose the document you want to upload (e.g., the Reliance Partner's KYC/KYB verification document) from your device.

Step 6: Review the File
Confirm the correct file has been attached — you'll see the file name and a preview shown in the pop-up.
Step 7: Click "Upload"
Once confirmed, click the Upload button to complete the process.
Note: This same process applies to both KYC (Individual Clients) and KYB (Business Clients). Simply select the appropriate client type before starting the upload. For KYB clients, choose Reliance Partner KYB Document as the document type when uploading the required documents.
