Documents

After an account invested into one of your products, you can share documents with the respective account and distribution platform.

These documents are always linked to one product and one account. You can only upload documents for products that have been created within your Cashlink Connect Core package. You can get access to upload those documents by requesting the permission via the Cashlink Support Desk.

Head to the "Documents"-tab in the Cashlink Studio and click on the "Add documents"-button.

A modal appears telling you how the bulk upload works.

The following steps need to be done:

Step	Description
Pre-condition: PDF files named according to format	<account_id>_<description>.pdf
Drag&drop or upload PDF files	Drag and drop file(s) or select from your browser
Select document type	Document type of all selected documents
Link documents to product	All selected documents are linked to the same product

After adding, the documents are displayed in the table of the Cashlink Studio documents tab.

Clicking on "Delete" lets you delete the document not only from the Cashlink Studio.