Follow the bellow steps to configure the documents with MogoBankConnect integration


When creating a new Document request:

  1. Click on the Username -> Settings -> Custom documents.
  2. Select "Create New", enter Name, Category and Description (optional)
  3. In the "Integrations" dropdown, select MogoBankConnect and save it.



To Edit a Document already created:

  1. Go to Custom Documents and Search for the document that you need to edit.
  2. Click on Edit.
  3. In the "Integration" dropdown, change to MogoBankConnect and save the custom document.