WIP - Portal Check Document Upload

Log in to the portal.

Navigate to the "Manage Payers" section.

Select User:

Filter and select the appropriate user.

Click on "Edit" for the selected user.

Upload Document:

Go to the "Documents" section.

Toggle the upload option on.

Upload the document.

Document Token:

After uploading, a document token is generated but not displayed due to a bug.

Until the bug is fixed (expected by the 27th), you need to inform the team about the uploaded document to retrieve the token manually.

API Integration:

Use the document token in API calls.

A future update will allow calling back all tokens via API to choose the desired one.

Testing:

If testing before the bug fix, coordinate with the team to get the token.

Continue testing the process with the provided token.

Additional Notes:

The document token will be used to tie back to specific claimants or payees.

Future updates will include parameters for passing the token in payment API endpoints.