14.2 Document Retrieval

This topic provides systematic instructions about the Document Retrieval data segment in Document Retrieval stage.

This data segment allows to add the collateral document retrieval status. Upon clicking Next in the Document Retrieval - Collateral Summary screen.

The Document Retrieval screen is displayed.

Figure 14-3 Document Retrieval_Document Retrieval

Description of "Figure 14-3 Document Retrieval_Document Retrieval"

1. Click the action icon in the required document record and select Edit.
   The Document Retrieval Details screen is displayed.

   Figure 14-4 Document Retrieval_Document Retrieval

   
   

   
   Description of "Figure 14-4 Document Retrieval_Document Retrieval"

   
   

In the above screen, the following document safekeeping details captured in the Collateral Perfection Process are displayed.

• Agency
• Document ID
• Document Description
• Safekeeping Date
• Safekeeping Location
• Shelf Number
• Drawer Number
• Key Number

2. Specify the document retrieval details by referring the below table.

   Table 14-1 Document Retrieval - Document Retrieval

   Fields/ Icons	Description
   Retrieval Date	Specify the date on which the collateral document is retrieved.
   Retrieval Status	Select the Retrieval Status from the drop down list.
   Retrieval Reference Number	Specify a unique reference number for document retrieval.

3. Click Save.
   The retrieval details are added and displayed as shown below.

   Figure 14-5 Document Retrieval_Document Retrieval

   
   

   
   Description of "Figure 14-5 Document Retrieval_Document Retrieval"

   
   
4. To Edit or View the retrieval details, click the action icon in the retrieval record and select the required option.
5. lick Next to navigate to the next data segment.
   The Document Retrieval - Comments screen is displayed.