View documents

You can view browser-supported document types such as PDF, PNG, JPG, and TXT, which you have attached to an application, using the Q2 Origination Document Viewer. The document is displayed inline in the documents list. You can also download documents from the loan dashboard.

For documents uploaded to Document Categories associated with Document Definition linked to Account, Application, or Collateral, you can select the DOCUMENTS tab and view the documents.

Prerequisites

Before you begin to view documents, ensure that the following prerequisite is met:

• Custom fields linked to Account, Application, or Collateral need to be configured for every document definition for information capture.

Steps

To view the documents associated with an application:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) > Applications.

3. On the Applications tab, and from the list of applications, select the required application.
   

   The loan dashboard is displayed.

4. Select the Documents tab.

   
   

5. Select the document hyperlink that you want to view listed under the File field.
   

   The selected document is opened in Document Viewer.
   

   
   

6. To close the document viewer window, select after reviewing the document.

7. To download the document, select .
   

   The document is stored in your local system.

8. To preview the document on a new page, select .