For the complete documentation index, see llms.txt. This page is also available as Markdown.

Step 5 - Additional Information (Optional)

This step allows you to provide optional supplementary information about your order. All fields on this screen are optional and can be left blank if not applicable.

Field Reference

Tags: Labels or keywords you can attach to the order for internal tracking or organizational purposes. Click the + Add Tag button to add one or more custom tags (e.g., department name, project name, or cost center code).

Order Remarks: A free-text field for any notes or comments about this specific order. Type any relevant notes or internal comments. For example, you may note the business purpose of the certificate or any reference number.

KYC Documents: A checkbox that indicates whether you wish to attach Know Your Customer (KYC) documents proactively. Check this box if you have KYC documents ready and want to upload them proactively. This may expedite the verification process.

Additional Email Recipients: A checkbox to add extra email addresses that should receive order notifications and updates. Check this box to specify additional recipients (e.g., a team inbox, a manager's email) for order status notifications.

TIP: Adding tags and order remarks is particularly helpful for organizations with multiple ongoing certificate orders, as it makes it easier to search and identify specific orders later.

Click NEXT to proceed to Step 6 (Order Summary & Payment).

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