Customer Uploaded Documents Management



The Documents tab displays documents attached to the loan application by the user.
To attach documents to a loan application:
1) Click the Documents tab.
2) Click Choose file.

Attaching a document.
The Open dialog window opens.
3) In the open dialog window, select a required document and click Open.
An added document gets displayed in the Customer Uploaded Documents area:

The document is attached to the loan application.
To delete customer uploaded documents:
1) On the Documents tab, next to the document, click the Delete button.

Deleting the document.
The document has been deleted.
2) (Optional) Repeat step 2 to delete other documents.
To download a customer uploaded document:
To download a document attached by the user, click the icon or the name of the document to be saved locally:

Downloading the document I.

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