Doc Manager

The following section describes functions and features available to users on the Doc Manager screen.

TheDoc Manager node is only available after the Applicant and Beneficiary (Payee) nodes are complete.

Doc Manager node under the Commercial Letter of Credit section in OnBoard

Documents for the transaction are automatically generated when you select the Doc Manager node. The Doc List tab displays the following documents:

Application For Standby Letter Of Credit
Standby Letter Of Credit
Standby Letter Of Credit Reimbursement Agreement

CAUTION

The Phase of these documents must be set to Both in Setup > System Setup > Documents > Forms Vendor Docs for the documents to generate in Doc Manager automatically.

Additional internal documents appear on the Doc List tab when the Always Display check box in Setup > System Setup > Documents > Internal Docs > Edit > Properties is selected, or if the documents are tied to the selected product type. You can also add internal documents on the Internal Docs tab. Internal documents that are generated based on settings in system setup or product setup can be deleted when they are not needed for a transaction.

In the Doc Manager node, you have access to the Duplex Enable and Number of Copies options, as well as the Print and Zip functionality.

Note When you perform maintenance on the Characteristics, Applicant, or Beneficiary (Payee) nodes, the Doc Manager node is changed to

Pending status. Select the Doc Manager node again to generate the updated documents automatically.