1. Lease Origination User Guide
  2. Application Documents
  3. Document Tracking section
  4. Viewing a Document Attached to an Application

12.3.2 Viewing a Document Attached to an Application

To view a document attached to an account
  1. Using the above method, load the account with the document you want to view.
  2. In the Application Document section, click Edit.
  3. View/edit the following display only information:

    Table 12-5 Application Document

    Field Do this
    Document Type View the document type.
    Comment Specify any comments regarding the image.
  4. In the Application Document Details section, select the record you want to work with and click Edit.
  5. In the Application Document Details section, view the following display only information:

    Table 12-6 Application Document Details

    Field View this
    Document Sub Type The document sub type.
    Version The version number (version numbers will be incremental by batch job, first version will start with 1.0).
    Page # The page number.
    Document File Type The document file type.
    Status The status.
    Tracking # The tracking number of the image.
    Docket # The docket number of the image.
    Location The location of the of the image.
    Received Dt The effective date of the image.
    Effective Dt The effective date of the image.
    Expiry Dt The expiration date of the image.
    Comment Any comments regarding the image.
  6. Use the Application Document and Application Document Details section to select the document you want to view.
    • In multiple paged documents, choose 1 in Page # field on Application Document Details section to view all the pages in the document.

      -or-

    • Choose a specific page number to view only that page.
  7. Choose View Document.
    The system opens a browser to display the actual document (which browser appears depends on what type of document you selected and what browsers are set up to work in conjunction with your system).
  8. You can add comments to the Comments field in the Application Document and Application Document Details sections.
  9. Click Save And Return.

Parent topic: Document Tracking section