> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sami-b2b-onboarding/companies/documents.md).
# Documents
Find, download and export the business licenses, tax certificates and other files buyers upload with their applications.
The **Documents** tab in Sami B2B Onboarding lists every file buyers upload through a document field on your application form, from every application, whatever its status. Use it to find a reseller certificate quickly, download it, or export the list for your records.
## How documents get there
A file becomes a document when the buyer uploads it through one of the four ready-made document fields. In the form builder, add them from the **Document fields** group:
* **Business license**
* **Tax certificate**
* **Tax registration**
* **Reseller certificate**
Each upload is listed under the field's document type. A plain **File upload** field doesn't add anything to **Documents**. Its file stays with the application's answers. To add document fields to your form, see [Build your form](/sami-b2b-onboarding/application-forms/build-your-form.md).
When a buyer uploads a file with a different name after you [request more information](/sami-b2b-onboarding/reviewing-applications/request-more-information.md), it's added as another document. The earlier one stays.
## Open the Documents tab
In the Shopify admin, open **Sami B2B Onboarding**, click **Companies** in the app menu, then click the **Documents** tab.
Each row shows the company, the document type with its file name, and buttons to download the file or open the application.
| Column | What it shows |
| ------------ | ------------------------------------------------------- |
| **Company** | The company the document belongs to. |
| **Document** | The document type, with the file name under it. |
| **Source** | **Application** for files uploaded with an application. |
| **Expires** | The expiry date, or a dash when there is none. |
| **Status** | **No expiry** when the document has no expiry date. |
The application form doesn't ask buyers for issue or expiry dates, so documents uploaded through it show a dash under **Expires** and **No expiry** under **Status**.
## Find a document
Type in **Search documents** to search by document type, file name or company name.
The view button at the start of the search field (**All** to start with) also offers **Needs attention**, for documents that expire within 30 days or have expired. Files uploaded through the form have no expiry date, so that list stays empty.
## Download a file
{% stepper %}
{% step %}
### Find the document
Search for the company or the document type.
{% endstep %}
{% step %}
### Click Download
Click **Download** on the document's row. The app makes a private download link and opens it in a new browser tab, where the file downloads. The link works for five minutes. To download the file again later, click **Download** again.
{% endstep %}
{% endstepper %}
When a document holds several files, **Download** on this tab gets the first one. To download each file, open the application and use its **Attachments** card.
If a banner says "That file couldn't be opened.", try again. If it keeps happening, the file may no longer be stored: ask the buyer for a new copy.
## Open the application
Click **Open application** on a row to see the application the file came with, including the buyer's answers and the decision.
A company's own page also lists its files in an **Attachments** card, with a button to download each file. See [Manage a company](/sami-b2b-onboarding/companies/manage-a-company.md).
## Export the list
{% stepper %}
{% step %}
### Open the Export dialog
On the **Documents** tab, click the **Export** icon beside the search field.
{% endstep %}
{% step %}
### Choose the rows and the format
Choose **Current page**, **All documents** or **Matching your search**. Then choose **CSV for Excel, Numbers, or other spreadsheet programs** or **Plain CSV file**.
{% endstep %}
{% step %}
### Export
Click **Export documents**. The CSV file downloads with the company, document type, source, issue date and expiry date of each document.
{% endstep %}
{% endstepper %}
## Next steps
* [Build your form](/sami-b2b-onboarding/application-forms/build-your-form.md) — add document fields to your application form.
* [Review an application](/sami-b2b-onboarding/reviewing-applications/review-an-application.md) — check a buyer's documents before you decide.
* [Manage a company](/sami-b2b-onboarding/companies/manage-a-company.md) — see a company's files beside its orders and terms.
---
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