Viewing the Document Directory

R-Desktop : Working with Accounts : Viewing the Document Directory

The Document Directory screen allows operators to view existing application forms, statements and confirmations that have been added to specific accounts.

The screen includes 3 tabs:

• Statements

• Confirmations

• Application Forms

To access the document directory

1. Follow the procedure Viewing Account Information.

2. Select Document Directory from the More... list. The Document Directory screen appears.

The following fields and buttons are available in these 3 tabs:

Item	Type	Description
Action-View	column/button	Button is only available in a row if a statement exists in the same row. When clicked, a PDF viewer opens to enable the operator to view and print the client's electronic statement. A close button exists on the PDF viewer screen that will close the screen. No changes can be saved to the PDF.
Action-Upload	column/button	This button appears on the application form row only. Enabled when the application status for the associated application form is not 'Expired' or 'Cancelled' and the edit button is selected. Clicking the button opens a file folder where the user will be permitted to upload a scanned version of the signed application form. The folder will display image files only (JPG and JPEG). By uploading a new form, the existing hyperlink will be replaced by the newly updated file.
Action-Edit	column/button	This button appears on the application form row only. Enabled when the application status for the associated account application is not 'Expired' or 'Cancelled'. Clicking the button enables the signature status field and upload button. Once selected, the button is replaced by an 'Upload', 'Save' and a 'Cancel' button. Only one row may be updated at a time. When 'Save' is selected, if a change is made, any processing edits concerning the modification of fields will be triggered. The screen will remain open and will be refreshed with the updated values on the screen. When 'Cancel' is selected, any change will be lost and the Edit button will return.
Action-Save	column/button	This button appears on the application form rows only when the 'Edit' button is selected.
Source	drop-down list	Permits the filtering of the application forms table based on the source of the generated application.
Application Status	drop-down list	Permits the operator to automatically filter the table based on the current status of the associated applications.
Description	text	The description field will be different based on whether the row is for the account application or the application form. For the account application, the field will always display the date that the account application was created + the text “Account Application”. Example: May 1, 2017 Account application. For the Application form row, the field will have the following functionality: The hyperlink is always enabled. A hyperlink will display the description found on the document record for the associated application form. The hyperlink opens the PDF viewer where the operator will be able to view the pre-filled and signed (if an electronic signature has been received) or unsigned form. If a new form is uploaded, the hyperlink will be replaced. A 'Close' button is included on the screen, which will close the screen. The form will appear in the language defined on the form when it was initially generated.
Close	button	Closes the screen.