4.1.2 Upload Documents

This topic provides systematic instructions to upload the documents for the loan drawdown.

This stage provides a pre-configured list of documents required by the bank for processing the drawdown application. The maximum size of the documents and the allowed file types are also stated in this screen. The user must upload all mandatory documents to proceed with the application submission. If there are any errors in the information provided, relevant messages will be displayed. The user can submit the application only when all the errors are rectified.

To upload the documents:

  1. From the Loan Drawdown - Upload Documents screen, click Upload document against a specific document.

    Figure 4-4 Stage 2 - Upload Documents


    Description of Figure 4-4 follows
    Description of "Figure 4-4 Stage 2 - Upload Documents"

    For more information on fields, refer to the field description table below:

    Table 4-3 Upload documents - Field Description

    Field Name Description
    <Name and description of document> Displays the name and brief description of the document to be uploaded.

    Click Upload document to browse and upload the document.

  2. Browse and select the required document.
  3. Click Open.
    The document gets uploaded, and the name of the document displays as a link. The user can click this link to open the document.
  4. Once all required documents have been uploaded, perform one of the following actions:
    • Click Submit.
      The Review screen displays.

      Figure 4-5 Stage 3 - Review


      Description of Figure 4-5 follows
      Description of "Figure 4-5 Stage 3 - Review"

    • Click Save as Draft to save the application.

      The confirmation screen appears with a message stating that the request is saved successfully. The reference number and status of the application are also displayed.

    • Click Cancel to cancel the operation.
    • Click Back to navigate back to the previous screen.
  5. On the Review screen, click Edit to edit the application and make any modification, if required.
  6. Select the I agree to the Terms and conditions checkbox.
    1. Click the Terms and conditions link to read the same.

      Note:

      The fields marked as Required are mandatory.
  7. Perform one of the following actions:
    • Click Confirm to confirm the submission of the application.

      The Confirmation screen displays with a message stating that the request is submitted successfully. The reference number and status of the application are also displayed.

    • Click Back to navigate back to the previous screen.
    • Click Cancel to cancel the application.

Parent topic: Loan Drawdown Request