Add Documents from Documents Tab


Concept

In this topic, you will see how to add Documents from the Documents Tab.


Steps:

  1. To add a Document(s) for the Transaction, click the Documents menu item.

    Step 1

  2. Click the Add Docs icon.

    Step 2

  3. Documents can be manually uploaded or the option of drag and drop files and emails can be used.  In this example, the Document will be manually uploaded.

     

    Click the Click here for Manual Upload link.

    Step 3

  4. Navigate to the stored location of the documentation that requires upload.  For demonstration purposes this has already been performed.

     

    Click the Inspection Report.pdf to select it for upload.

    Step 4

  5. Click the Open button.

    Step 5

  6. The Document appears within the Files grid.

     

    Click the Upload button.

    Step 6

  7. Once the upload is successful, the Add Details section displays.  The Document file name displays as the Doc Name.

     

    Complete remaining fields, as necessary.

    Step 7

  8. Click in the Doc Type field.

    Step 8

  9. The Doc Type list contains a list of common Documents that may be uploaded.  If the Document Type name does not appear on the list, use the option of Other.

     

    Click Inspection from the list.

    Step 9

  10. Enter a Description for the Document.

     

    Click in the Description field.

    Step 10

  11. In this example, enter "Inspection".

    Step 11

  12. A Document can be associated to a File on the Transaction.

     

    To select the File, click in the File field.

    Step 12

  13. All Files associated to the Transaction will appear on the list.

     

    In this example, click 3247438 from the list.

    Step 13

  14. Click the scrollbar.

    Step 14

  15. Additional features include a Risk(s) list. This feature will be covered as you progress through this training.

     

    If a Risk is not associated to the Transaction, this field will not be available for use.

    Step 15

  16. More features include a checkbox to mark the Document to Include in Package.

     

    The trash can icon will delete the uploaded Document.

    Step 16

  17. Verified AgentNet Files Only:

     

    Marking a Document to Include in Package, will push the Document to AgentNet where it will be visible to anyone with rights to the files Underwriting tab in AgentNet.

     

    These documents can not be edited or removed within the External (AgentNet) source.

    Step 17

  18. To Save the changes, click the Done button.

    Step 18

  19. Documents from the File/Order menu, displays the number of Documents that are uploaded to the Transaction.

     

    Click the Documents (1) menu item.

    Step 19

  20. Document information in the Supporting Documents location can be edited.

     

    Click the Edit button.

    Step 20

  21. From the Edit Document dialogue box, make necessary edits.

     

    In this example, click the Include In Approval Pkg checkbox.

    Step 21

  22. Click the Done button.

    Step 22

  23. The Document display updates with the changed information.

    Step 23

  24. The Delete icon, is used to delete the Supporting Document from the Transaction and all Risk associations.

    Step 24

  25. Documents can also be uploaded directly into the Documents location using the drag and drop feature.

     

    Click the Add Docs icon.

    Step 25

  26. For demonstration purposes the location of the file that will be uploaded using the drag and drop feature have already been performed.

     

    In this example, click the Restrictions.pdf file.

    Step 26

  27. For demonstration purposes click within the Files grid to simulate the action of dragging the selected file to the Files location and drop (release mouse).

     

    Click within the Files grid.

    Step 27

  28. With the file in the Files grid section, click the Upload button.

    Step 28

  29. Complete the Add Details fields for the Document.

     

    Click in the Doc Type field.

    Step 29

  30. In this example, click the Other from the list.

    Step 30

  31. Click in the Description field.

    Step 31

  32. In this example, enter "Restrictions".

    Step 32

  33. Click in the File field.

    Step 33

  34. All Files associated to the Transaction will appear on the list.

     

    In this example, click 3247438 from the list.

    Step 34

  35. Click the scrollbar.

    Step 35

  36. If a Risk(s) is associated to the Transaction, the Risk(s) field is available.

     

    Click in the Risk(s) field.

    Step 36

  37. All Risk(s) associated to the Transaction will be listed for selection.  Place a checkmark to select the Risk.

     

    In this example, click the Access checkbox.

    Step 37

  38. Click the Apply button.

    Step 38

  39. Click the Include in Package checkbox.

    Step 39

  40. Click the Done button.

    Step 40

  41. The uploaded Document appears within the Supporting Documents location.

     

    The File# and Risks locations will be blank for Documents that are uploaded and this information was not provided.

    Step 41

  42. Emails with/without attachments can also be uploaded to the UWB.

     

    Click the Add Docs icon.

    Step 42

  43. In this example, an email with attachment will be moved to the Files section of the Add Supporting Docs dialogue box using the drag and drop method.

    Step 43

  44. For demonstration purposes the location of the file that will be uploaded using the drag and drop feature have already been performed.

     

    In this example, click the Survey Message object.

    Step 44

  45. For demonstration purposes click within the Files grid to simulate the action of dragging the selected file to the Files location and drop (release mouse).

     

    Click within the Files grid.

    Step 45

  46. With the email listed in the Files section, click the Upload button.

    Step 46

  47. Select a Document Type from the list.

     

    Click in the Doc Type field.

    Step 47

  48. Click Email from the list.

    Step 48

  49. Enter a Description, as needed.

     

    Click in the Description field.

    Step 49

  50. In this example, enter "Survey".

    Step 50

  51. Click in the File field.

    Step 51

  52. Click 3247438 from the list.

    Step 52

  53. Click in the Risk(s) field.

    Step 53

  54. Click the Access checkbox.

    Step 54

  55. Click the Apply button.

    Step 55

  56. To Save the changes, click the Done button.

    Step 56

  57. The Email message is added to the Supporting Documents.  To view an email message, click directly on the applicable link.

     

    In this example, click on the Survey.msg link.

    Step 57

  58. The email message opens using Outlook and all attachments are available.

     

    Click the Close, to Close the email message.

    Step 58

  59. If multiple Files are attached to the Transaction, the supporting Documents can be filtered by File Number.

     

    Click the File list.

    Step 59

  60. All File Numbers associated to the Transaction appear on the list.

     

    Click the All list item.

    Step 60

  61. Supporting Documents can also be sorted by associated Risk(s).

     

    Click in the Risk(s) field.

    Step 61

  62. Click the Access checkbox.

    Step 62

  63. Click the Apply button.

    Step 63

  64. Filtered Supporting Documents display.

    Step 64

You have now seen how to add Documents from the Documents Tab.

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