1. Loan Servicing User Guide
  2. Account Documents
  3. Copying a Document

10.5 Copying a Document

The Action section’s Copy Document command copies the document image from one Account to another Account. This command has no impact on the source Account or the source Account’s document image.
To copy a document to an Account from another Account
  1. On the Oracle Financial Services Lending and Leasing Application home screen, click the origination master tab. Click the Account Documents link.
  2. In Action sub-section, click Copy Document.
  3. In Document Maintenance sub-section, select either Customer# or Business# option and use the Account# field to specify Account with the image you want to copy.
  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 section.
  6. In Document Details section, select the document you want to copy and click Edit.
  7. In Copy/Move Account # field, specify the application number of Account to which you want to copy the document.
  8. Click Save And Return.
  9. In the Action sub-section, click Post.

Parent topic: Account Documents