9.1 Introduction
The Documents Maintenance screen allows for both the paperless storage of documents within Oracle Financial Services Lending and Leasing system, first with Accounts during the Lease origination cycle and later with accounts during customer service.
- View an image
- Search for an image
- Split an image of more than one page
- Change the status of an image
- Combine two images into a multiple page image
- Attach an image to an existing Account
- Print an image
- Attach documents to Accounts and then view these documents in a browser.
It also explains how to use the Account Document Tracking screen to attach documents to accounts and then view these documents in a browser.
Account Document screen
The Account Document screen consists of Document Maintenance and Document Details sections.
Credit Accounts are often sent or faxed to financial institutions from producers (or dealers) on behalf of the customer. These credit Accounts, if received as fax, can be stored in the system as images. Frequently, more than one Account is received in a single fax or a single Account is received across multiple faxes. In such cases, the Account Document Tracking screen can help you organize and maintain your image collection.
The Account Document screen’s Document Maintenance screen allows you to upload documents to an Account in the form of GIF files, PDF files, DOC files, XLS files, and TXT files. The Document Maintenance screen’s Document Details section allows you to view these documents.
Parent topic: Account Documents