9 Document Upload and Checklist

This topic provides systematic instructions about the Document Upload and Checklist.

In OBCFPM, supporting documents such as balance sheets and collateral documents can be uploaded in any stage of Appetite Management process. Supporting documents help the senior officers in bank to accurately evaluate the credit worthiness of the customer prospect and approve the Appetite Management application. Documents added can be removed whenever the document becomes invalid.

1. The Documents at the top right corner of any page.
   The Documents screen displays.

   If the document list is configured in Business Process Maintenance, the same appears in the above window. You can also click the add icon to upload other documents.

   In case the mandatory document is not uploaded, the system prompts an alert. You need to upload the necessary documents and proceed further.

2. To change the table view to the list view, click the list icon at the top right corner.
   The Documents window appears as shown below.
3. Click the add icon.
   The Document screen displays.
4. Select the Document Type and Document Code from the drop down list. The options available are Amendment Documents, Proposal Documents and Closure Documents.
5. Type the Document Title.
6. Type a brief description about the document in the Document Description field.
7. Type the Remarks, if any.
8. Click the calendar icon and select the Document Expiry Date.
9. In Drop files here or click to select area, drag and drop the documents or click and select the documents. Selected files are displayed at the bottom.

   Note:

   To upload multiple supporting documents at the same time, drag and drop or click and select all the documents.
10. Click Upload.
    The Checklist screen displays.
11. Manually verify all the checklist and enable the corresponding check box.
12. Select the Outcome as Proceed.
13. Click Submit. Document is uploaded and listed in Document screen.
14. To edit or delete the document, click the edit or delete icons.