Step 1

From the Tree Menu, search for the Collateral Document Expiry Monitoring function, and then click once on it.

Step 2

By default, system will open up the screen without any data.

Step 3

Proceed to input the relevant search criterion, at the Collateral Search Criteria panel, and then click once on a related search criterion button.

Step 4

System will retrieve a list of related account records and display accordingly at the Collateral List pop-up window, if there are more than one record found.

Step 5

Mouse over a collateral record at Collateral List pop-up window, and then click twice on it.

Step 6

Step 7

Mouse over a collateral document record at the Collateral Document Expiry Monitoring panel and then click once on the icon.

Step 8

System will display the Document Upload pop-up window.