Attachments Screen Buttons and Links

Attachments Screen

Fields

Acceptable File Formats

 

Name

Type

User Access

Result

Back

Button

Available to CIMS Account Manager role.

Returns user to previous page.

Attach

Button

Available to CIMS Account Manager role.

Attaches the selected document to the account; adds current date and user name to attachment entry; returns user to Attachments screen with new attachment listed.

Attach & Exit

Button

Available to CIMS Account Manager role.

Saves the attachment as it currently displays in the account and returns applicant to customer account page.

Attach & Next

Button

Available to CIMS Account Manager role.

Saves data as it currently displays in the account and displays the next Create Customer Account tab.

Browse

Button

Available to CIMS Account Manager role.

Opens search window to search users local system and select the document to be attached.