Load Document (Endowment Action Buttons)

This functionality enables documents to be uploaded for the policyholder.

 

Note:

This can also be selected from the Documents sub-menu.

 

 

Select LOAD DOCUMENT at the bottom of the Policyholder Details screen. 

 

The Document Upload screen will be displayed.

 

 

Click  alongside Document Type to select from a drop-down list of types. 

 

Click BROWSE to find the document to be uploaded, then click SUBMIT.  A message will confirm that the file has been successfully uploaded.