10.1 Uploading Supporting Documents

In OBCFPM, covenant related documents can be uploaded in any stage of Covenant Tracking process. Uploading the covenant related documents help the covenant approver in making better decisions.

Steps to upload documents

  1. Click

    Figure 10-1 Documents


    Documents

    at the top right corner of any page. Documents window appear:

    Figure 10-2 Documents


    Description of Figure 10-2 follows
    Description of "Figure 10-2 Documents"

  2. To change the table view to the list view, click the list icon at the top right corner. Documents window appears as shown below:

    Figure 10-3 Documents


    Description of Figure 10-3 follows
    Description of "Figure 10-3 Documents"

  3. Click Add icon. Document Details window appears:

    Figure 10-4 Document Details


    Description of Figure 10-4 follows
    Description of "Figure 10-4 Document Details"

  4. Select Document Type and Document Code from the drop-down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
  5. Enter Document Title.
  6. Enter Document Description that best describes the document.
  7. Enter Remarks based on your need.
  8. Click Calendar icon and select Document Expiry Date.
  9. In Drop files here or click to select area, drag and drop the documents or click and select the documents. Selected files are displayed at the bottom.

    Note:

    To upload multiple supporting documents at the same time, drag and drop or click and select all the documents.
  10. Click Upload. Checklist window appears.

    Figure 10-5 Checklist


    Description of Figure 10-5 follows
    Description of "Figure 10-5 Checklist"

  11. Select the Outcome as Proceed.
  12. Click Submit. Document is uploaded and listed in Document window.
  13. To edit or delete the document, click Edit or Delete icons.

Parent topic: Supporting Documents