19.8 Initiate Collection - Attachments

This topic provides the systematic instructions to capture the Attachments details in the application.

Displays the list of documents attached under the Export Collection application. User can add multiple documents though it should be under the specified limits and supported formats.

To Attach Documents:

  1. Specify the Attachments details.

    Figure 19-10 Initiate Collection - Attachments



    Note:

    The fields which are marked as Required are manadatory.

    For more information refer to the field description table below:

    Table 19-10 Initiate Collection - Attachments - Field Description

    Field Name Description
    Drag and Drop Click to browse and select the file to be uploaded or drag and drop the file to be uploaded.
    Document Category Select the category of the document uploaded.
    Document Type Select the type of the document uploaded.
    Remarks Displays the notes added, if any, for attaching the document.
    Delete Click the icon to remove the attached document.
    Document Name Displays the name of the attached documents.
    Save As Template Options to save the transaction as template.

    The options are:

    • Yes
    • No
    Access Type Indicates the type of access for the template.

    The options are:

    • Public
    • Private
    This field is enabled if the Yes option is selected in Save as Template.
    Template Name The name using which template is stored and can be used in future.
    I accept the Terms & Conditions The option to accept standard terms and conditions of the bank.

    Click the link to view the maintained standard terms and conditions by bank.

  2. Click Drag and Drop to browse and select the required document present on your computer.
    The Attach Document popup window appears
  3. Select the required document present on your computer to upload.
  4. Click Upload to upload document.
  5. Click Delete to remove the attached document.
  6. Click Delete All to delete all the attachments.
  7. In the Save as Template field, select Yes, if you want to save the transaction as template.
    1. If you select Yes, In the Access Type field, select the appropriate option.
    2. In the Template Name field, enter the name of the template.
  8. Select the I accept the Terms and Conditions check box to accept the Terms and Conditions.
  9. Click Submit.
    The transaction is saved and the Initiate Collection – Review screen appears.
  10. Perform any one of the following actions:
    • Verify the details, and click Confirm.

      The success message initiation of Initiate Collection appears.

    • Click Cancel to cancel the transaction.

      The Dashboard appears.

    • Click Back to go back to previous screen.