Transaction Steps

Each transaction contains one or more steps. Each step can have data and documents.

Each of the pre-defined types can have only 1 document and this document can be only an image, while "Others" steps can have document of any of the supported types. Each step contains data. For pre-defined types data is of fixed fields, for "Others" data can be free text or a valid JSON

Pre-defined step types

• ID front

• ID Back

• Car License Front

• Car License Back

• Driving License

• Passport

• License Plate

This list is updated with every document (step type) is added

Add Step

From transactions list, select a transaction and from the actions menu click "Add Step". A pop up is displayed to select the step type from a drop down list, either a pre-defined type or "Others" for non pre-defined types.

Edit Step

From transactions list, select a transaction and from the actions menu click "Steps". The steps details page will open containing all the underlying transaction steps. Select the step needed to be edited and click "Edit". Step edit page will open. When the edit is done. click "Save".

Delete Step

From transactions list, select a transaction and from the actions menu click "Steps". The steps details page will open containing all the underlying transaction steps. Select the step needed to be edited and click "Delete". A delete confirmation will pop up. click "Yes".