12.3.2 Viewing a Document Attached to an Application
This topic provides information on the viewing a document attached to an application.
To view a document attached to an account
- Using the above method, load the account with the document user want to view.
- In the Application Document section, click Edit.
- View/edit the following display only information:
Table 12-5 Application Document
Field Description Document Type View the document type. Comment Specify any comments regarding the image. - In the Application Document Details section, select the record user want to work with and click Edit.
- In the Application Document Details section, view the following display only information:
Table 12-6 Application Document Details
Field Description Document Sub Type Displays the document sub type. Version Displays the version number (version numbers will be incremental by batch job, first version will start with 1.0). Page # Displays the page number. Document File Type Displays the document file type. Status Displays the status. Tracking # Displays the tracking number of the image. Docket # Displays the docket number of the image. Location Displays the location of the of the image. Received Dt Displays the effective date of the image. Effective Dt Displays the effective date of the image. Expiry Dt Displays the expiration date of the image. Comment Any comments regarding the image. - Use the Application Document and Application Document Details
section to select the document user want to view.
- In multiple paged documents, choose 1
in Page # field on Application Document Details section to
view all the pages in the document.
-or-
- Choose a specific page number to view only that page.
- In multiple paged documents, choose 1
in Page # field on Application Document Details section to
view all the pages in the document.
- Choose View Document.The system opens a browser to display the actual document (which browser appears depends on what type of document user selected and what browsers are set up to work in conjunction with user system).
- User can add comments to the Comments field in the Application Document and Application Document Details sections.
- Click Save And Return.
Parent topic: Document Tracking Section