Uploading application documents

Document that are specific to an application can be uploaded manually and available to view against the application.

1. Navigate to Borrowing > Applications 

2. Use the Filter Options to try and find the application (click on the  button once the filter selection has been made):

3. Once the application has been found, select it from the list 

4. This will redirect to the Display application screen. Click on the Action Panel  > Letters & Documents > Upload Document By Document Type: 

It is important to use this menu item as it allows a document received to be uploaded and identified as the correct document requested.

5. Select the appropriate Document Type from the drop down list.

6. Click on the  button to continue or the  button to return back to the Display Personal Customer screen. 

7. Browse for the document by clicking the "Browse" icon

8. Click on the  button to add the document or the  button to return back to the Display Personal Customer screen.

9. Once the document(s) has been added, it can be reviewed under the Documents tab (or Quick Links if enabled):

If the document is a random unspecified document that doe not exist in the list, it can be uploaded by selecting the "Upload document" menu item

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