10 Document Upload and Checklist

This topic provides systematic instructions about the Document Upload and Checklist data segment in Simplified Credit Proposal Evaluation Restructuring Process.

In OBCFPM, supporting documents such as balance sheets and collateral documents can be uploaded in any stage of Simplified Credit Proposal Evaluation Restructuring process. Supporting documents help the senior officers in bank to accurately evaluate the credit worthiness of the organization and approve the proposal. Documents added for the proposal can be removed whenever the document becomes invalid.
  1. Click Documents at the top right corner of any page.
    The Documents screen is displayed.

    Figure 10-1 Documents

    Description of Figure 10-1 follows
    Description of "Figure 10-1 Documents"
  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.
    The Documents window is displayed.

    Figure 10-2 Documents

    Description of Figure 10-2 follows
    Description of "Figure 10-2 Documents"
  3. Click the add icon. The Document Details window is displayed.

    Figure 10-3 Document Details

    Description of Figure 10-3 follows
    Description of "Figure 10-3 Document Details"

    For field level information refer the below table.

    Table 10-1 Field and Description

    Fields Description
    Document Type

    Select the Document Type from the drop down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.

    Document Code Select the 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 screen is displayed.

    Figure 10-4 Checklist

    Description of Figure 10-4 follows
    Description of "Figure 10-4 Checklist"
  5. Select the Outcome as Proceed.
  6. Click Submit. Document is uploaded and listed in Document window.
  7. To edit or delete the document, click the edit or delete icons.