4.2 Account Documents Update

You can view, update, or delete documents submitted by the customer against document types specified for the account class using the Account Documents Update screen.

To update the documents for the account:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, from Account Services, under Other Services, click Account Documents Update, or specify the Account Documents Update in the Search icon bar.
   Account Documents Update screen is displayed.

   Figure 4-2 Account Documents Update

   
   Description of "Figure 4-2 Account Documents Update"

   Note:

   After the Account Number is selected, the system displays the available documents in the Account Documents section.
2. On Account Documents Update screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 4-2 Account Documents Update - Field Description

   Field	Description
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and clicking on the Fetch button. Note: The Account Name is displayed adjacent to this field as the account number is selected. The customer information is also displayed to the left of the screen.
   Account Documents	This section displays the available documents.
   Document Type	Displays the document type added for the account.
   Mandatory	Displays whether the documents are of mandatory type.
   Expiry Date	Displays the expiry date for the documents.
   Expected Submission Date	Displays the expected submission date of the document.
   Document Reference	Displays the document reference number.
   Actions	Displays the following icons: : Click to edit the document details. For more information, refer Edit Documents. : Click to delete the attached document.

   • To add a document:
     1. In the Account Documents section, click Add Documents.

        The Account Documents section is displayed.

        Figure 4-3 Add Account Documents

        
        Description of "Figure 4-3 Add Account Documents"
     2. In the Account Documents section, maintain the required details.

        For more information on fields, refer to the field description table.

        Table 4-3 Add Account Documents - Field Description

        Field	Description
        Document Type	Select the type of document to be added to the account.
        Mandatory	Displays whether the document is mandatory. Note: By default, the field displays the value as No.
        Expiry Date	Select or specify the expiry date of the document.
        Expected Submission Date	Select or specify the expected submission date of the document, if the document is not submitted while adding the details.
        Upload	Displays the documents uploaded. Note: The uploaded document name appears as link. You can click and view the documents. To remove the added document, click the icon.
        Attachments	Click to Drag and Drop box to upload the document. Note: You can upload only PDF, JPEG, and PNG document format.

     3. Click Add Documents.

        The documents are added successfully and displayed in the Account Documents section.

        • To add more documents, you can click Add Another.
   • To edit the documents:
     1. In the Account Documents section, click the icon, from the Actions field.

        The Account Documents section is displayed.

        Figure 4-4 Edit Account Documents

        
        Description of "Figure 4-4 Edit Account Documents"
     2. For information on the fields, refer Table 4-3, as the fields are same.
     3. Click Save.
3. Click Submit.
   The screen is successfully submitted for authorization.