Add Risk Documents


Concept

In this topic, you see how to add and manage documents from the Risk location.


Steps:

  1. When completing the information for each Risk, a necessary document pertaining to that Risk may be needed.

     

    Documents can be uploaded directly into the UWB from the applicable Risk tab.

    Step 1

  2. To add a Document for a specific Risk, access the associated Risk tab.

     

    In this example, click the Access tab.

    Step 2

  3. To add a Document, click the Add Documents button.

    Step 3

  4. Documents can be uploaded using the manual upload or drag and drop features.

     

    See Add Documents from Documents Tab training for additional instructions.

    Step 4

  5. In this example, the Document will be uploaded using the manual upload feature.

     

    Click the Click here for Manual Upload link.

    Step 5

  6. Click Survey.pdf from the list of documents.

    Step 6

  7. Click the Open button.

    Step 7

  8. Click the Upload button.

    Step 8

  9. Click in the Doc Type field.

    Step 9

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

    Step 10

  11. Click in the Description field.

    Step 11

  12. In this example, enter "Survey".

    Step 12

  13. The File field will default to the current File that you are in.

     

    The File number can be changed, if needed.

    Step 13

  14. All File numbers that are associated to the Transaction will be available on the File list.

     

    Click in the File field.

    Step 14

  15. In this example, click 157 from the list.

    Step 15

  16. Click the scrollbar.

    Step 16

  17. The selected Risk will default to the current Risk tab that you are on.

     

    Additional Risk(s) can be added or removed, as needed.

    Step 17

  18. To add or remove a Risk, click in the Risk(s) field.

    Step 18

  19. Place a checkmark to select the Risk(s).

    In this example, the Risk(s) will not be changed.

     

    To collapse the selection window, click in the Risk(s) field.

    Step 19

  20. Click the Done button.

    Step 20

  21. The uploaded Risk Document is reflected on the associated Risk tab and also within the Documents menu location.

    Step 21

  22. Click the Bankruptcy tab.

    Step 22

  23. If a Risk Document is not associated to a Risk,  Documents will not automatically display on the Risk tab.

     

    Click the Home icon.

    Step 23

  24. In this example, click the Black Hills Resort link.

    Step 24

  25. Click the Access tab.

    Step 25

  26. This Risk has two (2) Documents associated to the Risk.

     

    The Documents menu reflects three (3)  Documents are associated to the Transaction.

    Step 26

  27. Edit the Supporting Document to add or remove a Risk association.

     

    Click the Edit button.

    Step 27

  28. To change the association, click in the Risk(s) field.

    Step 28

  29. In this example, to remove the association, click the UnSelect all button.

    Step 29

  30. Click the Apply button.

    Step 30

  31. Click the Done button.

    Step 31

  32. Only the association to the Risk is removed.  The Document still resides within the Documents location for the Transaction.

     

    To remove the Document from the Transaction, delete the Document from the Documents menu location.

    Step 32

  33. In the next scenario, a previously uploaded Document that resides in the Documents location will be attached to a Risk using the Include General Docs feature.

    Step 33

  34. From within the Risk all associated Risk Documents display.  If the Document already resides in the Documents location, you will associate the Risk to the Document from within the Risk tab.

    Step 34

  35. To view all Documents that reside within the Transaction that are not associated to a file or risk, click the Include General Docs option.

    Step 35

  36. All Documents not currently associated to a file or ridsk display.  To associate the Risk to a Document, click the Edit button.

    Step 36

  37. To associate the Document to a File, click in the File field.

    Step 37

  38. When the Transaction contains multiple Files, all Files will be listed.  Select the applicable File from the list.

     

    In this example, click 3296627 from the list.

    Step 38

  39. To associate the Risk, click in the Risk(s) field.

    Step 39

  40. All Risks associated to the Transaction display.

     

    In this example, click the Bankruptcy checkbox.

    Step 40

  41. Click the Apply button.

    Step 41

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

    Step 42

  43. Click the Done button.

    Step 43

  44. The Document is now associated to the Risk and File.

     

    A Document can be associated to multiple Risks.

    Step 44

  45. To view only Documents associated to the Risk, click to deselect the Include General Docs checkmark.

    Step 45

  46. Documents associated to the Risk display and does not Include General Docs.

    Step 46

You have now seen how to add and manage documents from the Risk location.

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