1. Lease Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Document Tracking sub tab

4.5.11 Document Tracking sub tab

You can view the documents attached to a particular account by loading the account on Customer Service screen, then clicking the Document Tracking sub tab. You can also open the Document Tracking screen and select from a list of all accounts with documents attached on the Document Tracking screen.
To use the Document Tracking screen
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click the Customer Service tab, then click Document Tracking sub tab.

    Figure 4-14 Customer Service - Document Tracking


    Description of Figure 4-14 follows
    Description of "Figure 4-14 Customer Service - Document Tracking"

  3. In the Documents section, select the document you want to view and view the following information:

    Table 4-38 Documents

    In this field Do this
    Document Type View the document type.
    Comment Specify comment.
  4. In the Account Document Details section, select the document you want to view and click Show in the Details column.
  5. In the Account Document Details section, click View to view the following information:

    Table 4-39 Account Document Details

    In this field Do this
    Document Type View the document type.
    Document Sub Type View the document sub type.
    Version View the version. Version numbers will be incremental by batch job, first version will start with 1.0.
    Page #

    View the page number. In multiple paged documents, choose 1 in the Page # field on Account Document Details section to view all the pages in the document.

    Choose a specific page number to view only that page.
    Document File Type View the document file type.
    Status View the status of the document.
    Tracker # View the tracking number of the document.
    Docket # View the docket number of the document.
    Location View the location of the document. Received Dt
    Received Dt View the received date of the document.
    Effective Dt View the effective date of the document.
    Expiry Dt View the expiration date of the document.
    Comment Specify comment.
  6. Click View Document. The system opens a File Download dialog box.
    • Click Open to view the document in the browser screen.

      -or-

    • Click Save to download the document to a location of your choice.
  7. If you want, add comments to the Comments field in the Documents and Account Document Details sections.
  8. Save your entry.

Parent topic: Customer Service screen’s Customer Service tab