Overview

This page helps you understand how to attach a document to a loan facility. As part of this, you need to click the Attached Documents button and upload the required document. Once done, the document will be uploaded and displayed on the Approval page.

Uploading a Document to a Loan Facility

1. On the Side Panel of the Finvisage application, click Liabilities, and then click  Loan Facility from the drop-down menu.

The Loan Facility page is displayed.

2. On the  Loan Facility page, click the Reference ID corresponding to the required loan facility.

3. on the Loan Facility page, click Attached Documents. See the image below.

The Documents section is displayed.

4. On the Documents section, click the Upload Documents button. See the image below:

The Upload Documents screen is displayed.

5. On the Upload Documents screen, either drop the document or click Upload.

The document is uploaded and Approvals page is displayed. 

6. On the Approvals page, click the View button to view the attached documents.

The Upload Attachments section is displayed with the attached document as a clickable button. See the image below: