26.4 Modify Claim - Attachments

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

You can view the list of all documents specific to claim attached under the Claim at every respective stage of the claim. You can also add multiple documents if required, or delete the existing documents.

To Attach Documents:

  1. Click the Attachments tab to view the list of all documents uploaded or to attach.
  2. Specify the Attachments details.

    Figure 26-6 Modify Claim - Attachments
    Description of modify-claim-attachments.png follows
    Description of the illustration modify-claim-attachments.png

    Note:

    The fields which are marked as Required are manadatory.

    For more information refer to the field description table below:

    Table 26-5 Modify Claim - 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.
    Kindly Go through all the Standard Instructions The option to accept that the user is gone through all the standard instructions.

    View the maintained standard instructions by the bank.
    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.

  3. Click Drag and Drop to browse and select the required document present on your computer.
    The Attach Document popup window appears
  4. Select the required document present on your computer to upload.
  5. Click Upload to upload document.
  6. Click Delete to remove the attached document.
  7. Click Delete All to delete all the attachments.
  8. Select the Kindly Go through all the Standard Instructions, check box.
  9. Click the Kindly Go through all the Standard Instructions link to view the customer instructions maintained by bank from back office.
  10. Select the I accept the Terms and Conditions check box to accept the terms and conditions.
  11. Click Preview Draft Copy to have a preview of draft.
  12. Click Submit.
    The transaction is saved and the Review Modify Claim screen appears with three sections with an option to edit them individually.
  13. Perform any one of the following actions:
    • Verify the details, and click Confirm.

      The success message modification of Claim appears.

    • Click Cancel to cancel the transaction.

      The Dashboard appears.

    • Click Back to go back to previous screen.

Parent topic: Modify Claim