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Documents
Aleksandra avatar
Written by Aleksandra
Updated over 3 months ago

The Documents tab in the Customer admin portal provides a secure platform for uploading, managing, and sharing documents with Alleo. It enables two-way communication, making it easy for both you and Alleo to exchange important documents.

Types of Documents

You can share a variety of documents via the Customer admin portal, including but not limited to:

  • Data mutations

  • Keys required to set up integrations

  • Payout requests

  • Internal documentation for company benefits

Uploading Documents


To upload a document go to the Documents tab and upload the selected file. After uploading, the Alleo support team will receive a notification and review the document. Additionally, you have the option to notify your Customer Success Manager if the document is relevant to them.

Supported files formats

.docx - Microsoft Word Document

.xlsx

.pptx

.pdf

.jpg or .jpeg

.png

Image .txt

.csv

.zip

.mp4

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