8 Document Upload and Checklist

This topic provides systematic instructions about Document Upload and Checklist stage in the Facility Closure Process.

In OBCFPM, closure documents can be uploaded in any stage of Facility Closure process. Uploading documents help the senior officers in bank to accurately evaluate the closure application and approve the same.

  1. Click Documentsat the top right corner of any page.
    The Documents window is displayed.

    Figure 8-1 Documents window

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

    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 is displayed.

    Figure 8-2 Documents

    Description of Figure 8-2 follows
    Description of "Figure 8-2 Documents"
  3. Click the add icon.
    The Document Details is displayed.

    Figure 8-3 Document Details

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

    For information on Document Details, 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.

    Upload Click upload, to upload the documents.
  4. Click Upload.
    The Checklist window is displayed.

    Figure 8-4 Checklist

    Description of Figure 8-4 follows
    Description of "Figure 8-4 Checklist"

    For information on Checklist, refer the below table.

    Table 8-2 Checklist

    Fields Description
    Check box Manually verify all the checklist and enable the corresponding Check box.
    Outcome Select the Outcome as Proceed.
    Submit Click Submit. Document is uploaded and listed in the Document window.
    Edit or delete To Edit or delete the document, click the edit or delete icons.