Use this sub-module to upload customer documents. 

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To access this module click on Registry Management =>> Navigate =>> Operations =>> Documents

Capturing A Customer's Document

To capture a customer's document, click on the add button to open the following screen: 

 

Type - Select the type of document to be uploaded - collateral or general document: 

Customer - Click on the customer search icon to open a customer register

to search for the customers (owner) of the document.

Document  - Click on the Document search Icon

To open the following Windows Explorer window:

 Browse and find the document's location. Double click on the document to upload it into the system: 

Title -  Enter the Title of the Document being uploaded. 
 

Description - Give a short description of the document you are uploading in the Description field.

Document Reference - Define the document reference to be used with the associated customer in this field. 

Click on the CREATE button to save the document into the system. 

On successful completion you will get a pop up message confirming that the operation was successful.

 

Editing A Customer's Document :

Identify the customer to be edited, right click on the selected entry :

Then click on the edit icon against the entry to open the following window: 

Make changes accordingly to the applicable fields - document, title, collateral value, collateral advance rate and description. 

Click on the update button to save the changes into the system. 

On successful completion you will get a pop up message confirming that the operation was successful.