9.1 Document Upload and Checklist

In OBCFPM, supporting documents such as balance sheets and collateral documents can be uploaded in any stage of PSN process. Supporting documents help the senior officers in bank to accurately evaluate the credit worthiness of the organization and approve the application. Documents added for the PSN process can be removed whenever the document becomes invalid.

Steps to upload documents

1. Click

   Figure 9-1 Documents

   
   

   

   
   
   icon at the top right corner of any page. The Documents window appears.

   Figure 9-2 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.

   Figure 9-3 Documents

   
   

   

   
   
3. Click the Add icon. The Document Details window appears.

   Figure 9-4 Document Details

   
   

   

   
   
4. Select Document Type and Document Code from the drop-down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
5. Enter Document Title.
6. Enter Document Description that best describes the document.
7. Enter Remarks based on your need.
8. Click Calendar icon and select Document Expiry Date.
9. In Drop files here or click to select, 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.
10. Click Upload. The Checklist window appears.
11. Select Outcome as Proceed.
12. Click Submit. Document is uploaded and listed in Document window
13. To edit or delete the document, click Edit or Delete icons.