Tracking document status
A loan or a lease opportunity can have many documents needed to support it. These documents can be categorized into various types, called Document Category, and multiple documents can be associated with a document category.
Now, you can track the status of a Document Category and also of the documents associated with it. This can be achieved by enabling this option at the product level. After this option is enabled on a product, you can track the status of each document for the applications created from that product. Along with tracking the status of each document, you can also update their status with a set of reasons such as Submitted, Pending, or Rejected, and also post comments for better tracking.
Enable Tracking the Document Status at File level
Prerequisites
None.
Steps
Perform the following steps to enable or disable the status tracking of the document at the file level:
Select the
App Launcher.Search for Q2 Origination, and then select it.
Go to CL Products tab, and select the product from the list of product IDs displayed.
Select Edit.
Select Status Tracking at Document File Level.
Select Save.