Merchant Additional Information Request (F)

Create a Form to Request Additional Information or Documents

Follow the steps to request supporting documents from prospective Merchants:

• Step 1: Enter the required information about the Requester, Merchant, Referrer, and Host configuration.

• Step 2: Click the “Request General Documents” checkbox to reveal a rich-text text input window to type a longer, or more specific/general message while requesting supporting documents.

• Step 3: To request one or more specific documents, click REQUEST ADDITIONAL DOCUMENTS. Select the type and add a description.

• Step 4 (Optional): To request specific information in the form via a custom field, click REQUEST ADDITIONAL CUSTOM FIELD. Add the form field label and a description.

• Step 5: Click CREATE FORM to create the document request form, or click CANCEL to return to the Document Request page without saving.

Document Request Form Fields

Fill out the criteria of your Document Request using the form fields below:

Request Form Fields	Description	Field Type
Requester’s Name	Name of the user initiating the Document Request.	Text
Requester’s Email	Email of the user initiating the Document Request.	Text
Merchant	The Merchant account information is being requested from.	Selection
Merchant Email	The Merchant email the Document Request will be sent to. Warning: Ensure the email address here is correct or the Merchant may not receive the Document Request form.	Text
Referrer Company Name	The business name of the Referrer company boarding the Merchant.	Text
Referrer’s Email	The email for the Referrer that Document Request notifications will be sent to.	Text
Select API Key	Select a valid API key to generate the Document Request.	Selection
Select Host	Select a valid host to associate the Document Request to.	Selection
Request General Documents	Write a long form message explaining what you’re looking for and specify.	Checkbox
Request Additional Documents	Select the type of Additional Document being requested and add a description.	Text Form + Doc Type Selection
Request Additional Custom Field	Label the Additional Document Custom Field being requested and add a description.	Text Form

Finalizing the Merchant Additional Information Request

Once you've completed filling out the Document Request Form, click the CREATE FORM button to complete the form and send it to the listed Merchant email.