11.1 Introduction
The Documents Maintenance screen allow for paperless storage of documents within Oracle Financial Services Lending and Leasing system. Initially with the applications during the Line of credit origination cycle and later with accounts during customer service.
- View an image
- Search for an image
- Split an image to more than one screen
- Change the status of an image
- Combine two images into a multiple screen image
- Attach an image to an existing application
- Print an image
- Attach documents to applications 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.
Application Document screen
The Application Document screen consists of Document Maintenance and Document Details sections.
Credit applications are often sent or faxed to financial institutions from producers (or dealers) on behalf of the customer. These credit applications, if received as fax, can be stored in the system as images. Frequently, more than one application is received in a single fax or a single application is received across multiple faxes. In such cases, the Application Document Tracking screen can help you organize and maintain your image collection.
The Application Document screen’s Document Maintenance screen allows you to upload documents to an application 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: Application Documents