The Notes section is an optional feature in applicant profiles that can be used to add details that may be important for your team or Sumsub officers to consider. When performing a manual review of an applicant profile, notes help teams better understand unusual decisions and see the full context of the case.

The most common use case for Notes is requesting approval of an applicant profile or document regardless of a decision previously made by the system. For example, if you want to accept a document that was rejected as unsuitable, you can provide additional explanation using Notes.

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Important

Do not use Notes to upload documents for verification. Documents relevant to the verification must be uploaded to the Documents section.

Attach notes

To add notes:

1. Go to the Dashboard and navigate to Applicants.
2. Open the required applicant profile and go to the Verification tab.
3. Locate the Note section and enter necessary details.
4. Add files and tags if needed.
5. Click Add note.