7.3 Comments

Procedure to post comments for the Credit Extension Documentation stage and submit the task.

In this data segment, you can capture the overall comments for the Credit Extension Documentation stage.

Figure 7-3 Documentation - Comments

1. Type the overall comments for the stage.
2. Click Post.
   The comments are posted below the Comments text box.
3. To go back to the previous screen and modify necessary details, click Back.
4. If changes are not necessary, click Submit.
   The Policy Exception window is displayed.

   Figure 7-4 Policy Exceptions

   
   

   

   
   

   By default, policy exception is displayed for both the party and its child parties. You can select the required party from the drop down list at top left corner to view policy exceptions specific to that party.

5. View the policy exceptions and click the Checklist data segment.

Figure 7-5 Checklist

6. Select the Outcome as Proceed and click Submit.
   The draft document is sent to the mentioned Email ID.