This functionality enables documents previously uploaded for the policyholder to be viewed.
Note:
This can also be selected from the Documents sub-menu.
Select VIEW DOCUMENT at the bottom of the Policyholder Details screen.
The Documents Uploaded screen will be displayed.
Click the drop-down button alongside Document Categories, and then select the required document category to be viewed from the drop-down list.
The following Document Categories are displayed for selection:
- GENERAL
- POLICYHOLDER
A list of documents previously uploaded will be displayed. Click the hyperlinked name in the Document Name column to display the document.
The Document Type field values displayed for selection are determined by the Document Category selected in the Document Categories field.
Note:
The system will only display the document categories and document types relevant to the particular menu and to which the user has access.
For more detailed information on this screen refer to View Document under the Documents section below.