8 Uploading Supporting Documents

This topic provides systematic instructions about the Uploading Supporting Documents stage in the Economic Dependency Analysis Process.

In Oracle Banking Credit Facilities Process Management, supporting documents for Economic Dependency Analysis (EDA) can be uploaded in any stage of EDA process. Uploading supporting documents help the approver in making better decisions.

  1. Click Doc button at the top right corner of any page.
    The Documents window is displayed.

    Figure 8-1 Documents


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Documents"

  2. To change the table view to the list view, click the list icon at the top right corner.
    The Documents window screen is displayed.

    Figure 8-2 Document


    Description of Figure 8-2 follows
    Description of "Figure 8-2 Document"

  3. Click the add icon. The Document Details screen is displayed.

    Figure 8-3 Document Details


    Description of Figure 8-3 follows
    Description of "Figure 8-3 Document Details"

    For information on fields in the Document Details screen, refer the below table.

    Table 8-1 Document Details

    Fields Description
    Document Type and Document Code Select the Document Type and Document Code from the drop down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
    Document Title Type the Document Title.
    Document Description Type a brief description about the document in the Document Description field.
    Remarks Type the Remarks if any.
    Document Expiry Date Click the calendar icon and select the Document Expiry Date.
    Drop files here or click to select 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.

  4. Click Upload. The Checklist window is displayed.
  5. Select the Outcome as Proceed.
  6. Click Submit. Document is uploaded and listed in the Document window.
  7. To edit or delete the document, click the edit or delete icons.