12.2.4 Moving a Document

This topic provides information on the moving a document.

The Action section’s Move Document command moves an existing document image from one application to another application. This command detaches the document image from the source application and attach to second application.

To move a document to an application from another application

1. On the Origination, click Origination. Under Origination, click Application Documents.
   The Application Documents screen displays.

   Figure 12-4 Application Documents

   
   

   
   Description of "Figure 12-4 Application Documents"

   
   
2. In the Action sub-section, click Move Document.
3. In the Document Maintenance sub-section, use the Application # field to specify the application with the image user want to move.
4. In the Document Maintenance sub-section, click Search.
   The system displays the files attached to that application in the Document Details sections.
5. In the Document Details section, select the document user want to move and click Edit.
6. In the Copy/Move App # field, specify the application number of the application to which user want to move the document.
7. Click Save And Return.
8. In the Action sub-section, click Post.

User can view the documents attached to a particular account by loading the application on the Customer Service screen, then clicking the Customer Service tab and then clicking on the Document Tracking sub tab.