1. Lease Origination User Guide
  2. Application Documents
  3. Application Document screen
  4. Moving a Document

12.2.4 Moving a Document

The Action section’s Move Document command moves an existing document image from one application to another application. This command detaches the document image from the source application and attach to second application.
To move a document to an application from another application
  1. On the Oracle Financial Services Lending and Leasing Application home screen, click the Origination master tab.
  2. Click the Application Documents link.
  3. In the Action sub-section, click Move Document.
  4. In the Document Maintenance sub-section, use the Application # field to specify the application with the image you want to move.
  5. In the Document Maintenance sub-section, click Search.
    The system displays the files attached to that application in the Document Details sections.
  6. In the Document Details section, select the document you want to move and click Edit.
  7. In the Copy/Move App # field, specify the application number of the application to which you want to move the document.
  8. Click Save And Return.
  9. In the Action sub-section, click Post.
You can view the documents attached to a particular account by loading the application on the Customer Service screen, then clicking the Customer Service tab and then clicking on the Document Tracking sub tab.

Parent topic: Application Document screen