1. Overview

The Attached Documents screen acts as a central repository for all documents associated with a specific loan. It serves two primary functions:

1. Viewing and Downloading: Access and reprint any document that was generated by the system for this loan (e.g., contracts, statements, letters).
2. Uploading: Attach external files from your computer to the loan record (e.g., scanned ID documents, proof of income, signed mandates).

• Navigation: Client Administration > Search for Existing Client > Loans > Attached Document

2. Viewing and Downloading Existing Documents

The main part of the screen displays a list of all documents currently attached to the loan.

Document List

To Download a Document: Click the "Click Here to Download" link in the corresponding row. The file will open or download to your computer.

3. Uploading a New Document

This feature allows you to add external documents from your computer to the client's loan record.

Procedure to Upload

1. Click the Upload Document button. A new window or section will appear.
2. From the File Type drop-down list, select the category that best describes the document you are uploading (e.g., "Payslip", "ID Document").
3. Click the Select File or Browse button to open your computer's file explorer.
4. Locate and select the document you wish to attach.
5. Click the Finish button to upload the document. It will now appear in the main document list.

• To abort the upload process, click the Cancel button.