System Documents can be easily uploaded in the Settings the Settings → Application Flow → System documents.
Upload a System Document
Select the document type, e.g. loan agreement, terms & conditions document, etc.
Scroll down to the corresponding section (if necessary)
Click "Add document"
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To download a document:
1) In the option menu to the left, click Documents.
The Documents area displays two documents added to the system:
The user can download new documents only by replacing existing ones.
2) In the Documents area, click Upload opposite a document to be replaced.
The Upload dialog window opens:
3) In the Upload window, click Choose file.
The Open dialog window is displayed:
4) In the open window, select a document to be downloaded and click Open.
The selected document gets displayed in the Upload dialog window:
5) In the Upload dialog window, click OK.
The downloaded document gets displayed instead of the previous one in the Documents area:
A required document has been downloaded.
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In the emerged field:
Define the document Title, its Description and Comments (optionally).
Click “Choose file”, and
Select the document from your PC.
Click “OK”.
The document must be in .pdf or .docx format
For the sake of example, we will add document “Special Terms and Conditions” for VIP product.
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You can see that it is also added to the list of corresponding documents:
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Edit a System Document
Download a .docx Version
As it has been mentioned, when the system document is uploaded from the system, it is always a .pdf. However, you might need to have a .docx version for further editing. In order to download it, click the blue link in the “File name” column:
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Upload a New Version of the Document
In some cases (for example for the default document) or when the document is already assigned to a credit product, it is necessary to update the document itself. To do this, click the upload icon in the “Actions” section.
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In the emerged module, you can upload a new file and edit comments (optionally). Click OK to finalize the file update.
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If the documents is already assigned to a Credit Product, the changes will be applied automatically.
Edit Document Settings
On the other hand, you might need to change the title or description of a document previously uploaded to the system. To do so, click the edit icon in the actions tab.
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You can change the document title and/or description in the emerged fields.
If the documents is already assigned to a Credit Product, the changes will be applied automatically.
Revision History
Click the History icon to see the document revision history
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