Application Documents
This topic describes the process of the documents that are uploaded related to application.
The Application Documents stage provides the view of the outbound documents that are generated and dispatched to the applicants invloved in the application.
To generate and disptach the outbond documents:
- Scan the records that appears in the Free Task list.
- Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Application Documents stage is displayed.
The data segments appears as configured in business process. Refer below chapters for detailed information of each data segment.
- Document Generation
In this data segment you can generate and dispatch the documents that are configured. - Document Acceptance
In this data segment you can capture the acceptance of the documents that are already generated and dispatched. - Summary
This topic provides the systematic instructions to view the summary of each of the data segments in as many tiles as the number of data segments in the given stage.
Parent topic: Term Deposit Origination