Uploading documents to products for RP in Expandly

Uploading documents to products for RP in Expandly

Overview

For RP, there will be a range of documentation that we need to collate from you (dependant on category), in order to review and provide RP approval. In this guide, we will explain how you can upload the relevant documentation to your products.
1. Log in to your Expandly account  
2. Visit your Responsible Person page:
Please Note: This option will only be available if you have an active RP service with us here at Expandly, if you do not see this option, please Contact Us for support.
3. On your Responsible Person page, click   (top right):
4. On the Responsible Person - Add Products pop up, select the products you wish to be reviewed for RP:
You can select the products by using the tick box to the left and can search for SKUs by using the Search field. Once you have found and selected the products,  you can then select the applicable Service & Category from the drop-down and once done, click :

5. Once the product(s) have been added to your Responsible Person page, you can click the  icon to view all the different documentation we will require, based on the Category:
Please Note: All Documents will need to be uploaded to allow us to proceed with the RP review. These are all mandatory documents to provide, based on the category of your products.
6. To upload documents, click . You can then choose a file, or drag a file and once added, click 
7. Once all required documentation has been uploaded to the product, this will then be passed over to our Compliance Team to review. You will be able to view the current status of the application via the Status column which will highlight whether we are Awaiting Documents, the application is Under Review, whether the application Needs more work (we will provide comments to you via your portal on what is needed here), Approved or Not Approved:

Need more help? 

If you need more help, no problem. Contact Us and we'll be happy to help!
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