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6. Saved payment schedules will appear in 'Files' related section as shown below.

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Document Checklist

This feature is used to send stips and track received document checklist items.

  1. Go to ‘Document Checklist’ tab

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2. Here, the user can see the documents required at each stage

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3. To upload a document, click on the icon highlights below.

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4. Once, the icon is uploaded, the upload icon wil change to eye icon. The user can view the document uploaded by clicking on the eye icon.

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5. The user can edit the document by clicking on the ‘pencil’ icon. The user can change the status of the document, add deficiency if there is any and add any comments. The click Save. To view document, click on the eye icon below ‘Media Link’

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6. The changes made will appear as shown below.

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