The document has been uploaded to the system (see Upload and Edit System Documents )
The document is default or is assigned to a Credit Product (see Assign System Documents to Credit Products )
A loan application for this Credit Product has been created.
In the workplaces (from Origination to Archive), when viewing this loan, there is “Documents” tab with “System documents” subtab.
If the user clicks on the document, its preview will be displayed.
To download the document, the user shall hover the mouse over its tab and click the download icon.