Note: This step has been added to help ensure documents are routed to the correct Bank system and to avoid delays in processing your request. To ensure the documents will be routed to the correct application, we need to capture some details about your application.
The details required vary, depending on the document group and submission method selected. An Increase is a new application for credit and so you should check the New application checkbox. As increases are currently a manual submission, an STP number is not required. Do not upload an increase as additional documents for an existing application or use a previous application WIN as a new case file will then not be created in the Processing Centre.
This number can be located beneath the barcode on correspondence sent to you about your application. This guarantees the document bypasses our indexing process, automatically appends the document s to the application in progress and activates the file on the Bank's works queue ready for processing.
Send me e-mail confirmation of successful uploads provides you the option to request to be notified when your document upload has been successful. This is an optional feature. If your upload was unsuccessful, you will be contacted by Partner Assist and will receive an email notification. The unsuccessful upload will be highlighted in your Transaction History by an alert icon.
This will give you the opportunity to remove or replace the unsuccessful file and re send. Multiple documents can be uploaded in a single transaction. There is no need for you to convert multiple related documents into one file as DocSend will do this as part of the file transfer process.
Note : Please only add documents relevant to the application details provided in Step 3. Document page size must not exceed A4 in order to convert successfully to the Banks document imaging repository. Just save the completed calculator for your application and upload the file with the rest of your supporting documentation. You can cancel your upload at any time before the Submit button has been clicked.
Note that all documents that you have selected will be removed and you will not be able to return to this upload. You will need to re-start a new upload. Once all required files have been selected and are displayed in the file list on the Upload Documentation screen, then click Submit. Once you have submitted your documents, you will receive a receipt for your upload.
The receipt lists all documents submitted and includes a unique Upload ID which allows you to track your upload throughout the process. Each time you upload documents to the Bank DocSend will automatically generate an upload header.
The electronic header captures your details, application details and is date and time stamped. The upload header is automatically appended to your documents and can be viewed by bank staff on receipt of documents.
Note: You should continue to provide your application summary as it provides key contact details and processing information. Where your application has been submitted electronically to the Bank, we need to capture the unique electronic lodgement reference number, either STP 1 or Lender Application Reference 2 in DocSend. This ensures that the documents you upload can be matched to the electronic application data that is automatically populated to our processing systems.
If your upload is for an existing application you will be required to enter the WIN 3. This guarantees your documents bypass our indexing process, are automatically appended to the application in progress and the file activated on the work queue ready for processing. Note: It is not necessary to store images of Bank communications with barcodes as DocSend will generate a barcode for your upload when you enter the WIN.
The Transaction History displays the details and status of all the documents you have uploaded. To view the Transaction History or the Status of an upload:. You have the option to search for a specific upload using the search options located at the top of the Transaction History screen. You can also:. The transaction log captures information for documents uploaded using either the web interface or using the Auto Receive Port.
If you selected to receive an email confirmation, then you will receive an email once the submission has been successful:. This will give you the opportunity to review the upload and either remove the unsuccessful upload or re-submit it. You can export the transaction history data for analysis and reporting purposes.
The crazy rhythm of a modern office, a virtual amount of correspondence and several hundred addressees sometimes create even more chaos than banal paper documents 20 years ago. Therefore, special programs have been developed. There are many electronic document management solutions in the information technology market.
Here we are going to talk about DocSend cloud-based software. Cloud services are hosted on cloud servers and work through a browser. DocSend is a platform for the secure exchange of documents and analytics. It is a service for exchanging with legal partners primary documents that have legal force, directly from your accounting system.
DocSend only works with PDF files. Spaces is not a stand-alone product, but rather a feature that the broader DocSend system offers. DocSend usually works on the premise that you are sending one file at a time to a prospect. I can then edit the title, optionally add a subtitle, and change the header image for the space. Setting all this up probably takes slightly less time than creating a showcase, tweaking the sharing settings for it, and picking your header image for the sharing email and page.
But what you can do is design your showcase to have whatever font you want, whatever size you want. So, the limits on how much you can customise the header were mildly disappointing, but I got genuinely frustrated when it came to file uploading, as it really seems that you can only upload one at a time. There was a bit of a lag when renaming sections or files - this gave the impression of saving immediately but when I went back to the page a bit later the section title seemed to have reverted to what it was before.
I also found it weird that I could only get a thumbnail for the PDF files - not for my image file or video file. Blog Read the Zapier blog for tips on productivity, automation, and growing your business. Experts Hire a Zapier Expert to help you improve processes and automate workflows.
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