Video Guide:
Step by Step Guide:
1. Navigate to the MDF Tab 0:09
Log into Relevize.
Locate the MDF tab in the left-hand corner.
View your approved activities at the top or filter by the "Status" column to see approved activities.
2. Access Activity Details 0:18
Click on 'Go to Activity'.
Review the proof of execution requirements from your partner at the top.
3. Upload Proof of Payment 0:31
Scroll down and Click 'Add Transaction' to add proof of payment.
Choose to upload receipts or add a manual transaction.
4. Upload Receipts 0:41
Select 'Upload Receipts'.
Upload various formats of receipts (paper receipts, pdf invoices, screenshots).
Ensure all necessary documents are included.
5. Review Uploaded Data 1:03
Check the uploaded data for accuracy.
Edit any discrepancies if necessary.
That's it, your proof of payment is now submitted for your partner to review!
6. Provide Additional Proof of Execution 1:23
Review the requirements for additional proof (e.g., lead lists, conference booth photo).
Upload the relevant document and/or add the required information in the text box for your partner.
Click 'Save'.
7. Review AI Feedback 2:02
Check if the uploaded proof of execution meets the requirements.
Understand that non-compliance may reduce the likelihood of claim approval.
Additional Notes
Double-check the requirements for each proof of execution to ensure compliance.
Tips for Efficiency
Organize all receipts and documents before starting the submission process.