Credit Reaper
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Guides
Evidence and records

Adding supporting documents

Upload, download, and archive evidence such as agreements, invoices, statements, receipts, images, and related files.

Audience
finance, operations, admins
Read time
5 min read
Updated
2026-05-20
Supporting documents page for a credit line

Walkthrough

  1. Open the credit line documents tab

    Documents belong to the credit line so teammates can find evidence without searching through separate folders.

    Supporting evidence listed in the credit line documents tab
  2. Upload the source file

    Use clear titles and descriptions so teammates can recognize the evidence during reviews.

    Form for uploading a supporting document to a credit line
  3. Download when reviewing

    Download files from the document row when you need to inspect the original evidence.

  4. Archive outdated evidence

    Archive removes the file from active Credit Reaper views. Retention depends on workspace and storage settings.

    Action for archiving an outdated supporting document
Credit line documents list and upload action
Documents keep evidence close to the credit relationship they explain.

Related guides

Understanding credit linesLearn credit provider/recipient roles, credit amount versus current available balance, statuses, lifecycle dates, notes, documents, and activity.Notifications and activityUse notification inbox updates, request activity, audit-backed history, and support diagnostics without overclaiming email delivery.