1. Lease Servicing User Guide
  2. Account Documents
  3. Moving a Document

9.6 Moving a Document

The Action section’s Move Document command moves an existing document image from one Account to another Account. This command detaches the document image from source Account and attach to second Account.
To move a document to an Account from another Account
  1. On the Oracle Financial Services Lending and Leasing Application home screen, click the Origination > Origination > Account Documents link.
  2. In Action sub-section, click Move Document.
  3. In Document Maintenance sub-section, select either Customer# or Business# option and use Account # field to specify the Account with the image you want to move.
  4. While selecting the above option, you can use any of the below combinations to define your search:
    • Customer # (only)
    • Customer # and Account #
    • Business # (only)
    • Business # and Account #
  5. In Document Maintenance sub-section, click Search.
    The system displays the files attached to that Account in Document Details sections.
  6. In Document Details section, select the document you want to move and click Edit.
  7. In Copy/Move Account # field, specify the application number of Account 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 application on Customer Service screen, then clicking Customer Service tab and then clicking on Document Tracking sub tab.

Parent topic: Account Documents