How To Upload Documents To Your Underwriting Folder
What Is Your Underwriting Folder?
As a new partner with Arryved, you will need to provide your Implementation Manager with certain documents to complete the underwriting portion of the onboarding process. Underwriting is how we get your credit card processing set up. Your Implementation Manager will create a secure underwriting folder in Google Drive, where you'll upload the necessary signed documentation. This article shows you how to upload documents to a Google Drive folder.
What Is Google Drive?
Google Drive is a file storage and sharing service developed by Google. Various file types can be safely stored, created, edited, and shared with others.
Prerequisites
In order to access Google Drive, you must have a Google account and be signed into it.
Have your signed underwriting documents saved onto your computer.
How It Works
If you're reading these instructions, you likely have received an email from your Implementation Manager with the link to your underwriting folder in Google Drive.
- Make sure you are signed into your Google account in your internet browser.
- Click on the link to your Underwriting folder provided in an email.
- Once in the folder (most likely empty), click + New in the top left corner.
- Click Upload Folder or Upload File depending on if your underwriting documents are together in a folder or are separate files.
- From the window prompt, search for the folder or file you wish to upload from your computer and click to select it.
- Click Upload.
- Click Upload again to confirm.
Gut Check!
If the process was a success, you'll see the file or folder appear on the screen in your Underwriting folder. Double-check that the name of the file or folder is correct. Once complete, you're all set, you don't need to do anything else. Your Implementation Manager now has access to the documents.
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