Documents to be supplied by customers
There is a list of documents that the Finance Company would like customers to either supply, sign or read. This refers to documents that relate to the entity structure of the customer and are not documents that relate to borrowing or investing in specific asset classes or product. Example different documents are required to be supplied by a company, trust or individual.
1. To access this function, navigate to Home Pages -> Notification Management.
2. Select the Documents to be supplied By Customers
3. Click on 
to add a new document to be supplied by customer.
4. Under General tab, Provide the required information as follows;
Finance Company : select the finance company from the drop down list
Applies To Trading Category : drop down list of available trading categories for the finance company selected
Document Name : provide the name of the document and it is important not to change the name once provided as name is used to link the documents loaded from many sources.
Description : provide the description for the document. The description will appear on pages where the document is presented in order to explain the document.
Display Name : the name that will appear in the portal when the document is displayed.
Display Sequence : If there are multiple documents provided, display sequence will decide in what order document are displayed to the customer in portal.
After providing the details, click on 
to continue
5. Provide the following details under the Rules tab
System Required : Used to identify documents that are required by the platform and this will be visible only for the users with clearance level of "System Administrator"
Approval Required : If checked the document will need to be approved by the finance company. The customer will be prevented from performing certain actions in the platform until the document has been supplied and approved.
Valid Months: Number of months that the document will be valid in the system
Reminder within days: The number of days prior to the current document expiring that a reminder will be sent to the customer to supply the document again.
Allow Download : If checked customers will be able to download the document from the members portal
Allow Email: Can be used to indicate if the document must be emailed to the member.
Allow Upload: If checked customers will be able to upload documents from the members portal. This is normally used for documents that customers need to complete or sign.
After providing the details, click on 
to complete creating the document to be supplied by customer. Click on 
to go the previous step or click on 
to go back to the document creation page.
6. After creating the document, link the document template against the created document to be supplied by borrower if it is required by following the instruction on this link:
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