1. Line Servicing User Guide
  2. Account Documents
  3. Attaching a Document to an Account from a server

8.3 Attaching a Document to an Account from a server

To attach a document to an Account from a server
  1. On the Oracle Financial Services Lending and Leasing Account home screen, click the Servicing > Servicing > Account Documents link.

    Figure 8-1 Account Documents


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Account Documents"

  2. In the Action sub-section, click Attach Document (Server).
  3. In the Select Document sub-section, use the default image directory in Directory Path field. (The default path is the value for system parameter UIX_DEFAULT_IMAGE_PATH).
    -or-
  4. In the Directory Path field, specify the full path name to the document on server that you want to attach to an account. You can click Reset Path at any time to return to the default image directory.
  5. In the Select Document section, click List File. The system displays files from the entry in Select Document section Directory Path in the Document Maintenance record.
  6. In the Document Details record, select the record you want to work with and click Edit in Details column.
  7. In the Document Details record, specify, view or edit the following information:

    Table 8-1 Document Details

    Field Do this
    File Name View the file name for the document.
    Document Type Select the type for the document.
    Document Sub Type Select the sub type for the document.
    Account# Select the account number to attach/copy/move the document image.
    Attach Select the attachment type.
    Status View the status of the document.
    Tracking # Specify the tracking number of the document.
    Docket # Specify the docket number of the document.
    Location Specify the location of the document.
    Received Dt View the document image received date.
    Effective Dt Specify the effective date of the document.
    Expiry Dt Specify the expiration date of the document.
    Comment Specify any comments regarding the document.
  8. Select the Attach check box to attach file to the account.
  9. Click Save And Return.
  10. In the Action sub-section, click Post.
    The system attaches the document to Account.
You can view the document in a browser by clicking View Document in the Document Details section.

Parent topic: Account Documents