Portal - Upload Documents For a Finance Application

After making an application for finance, there will be specific documents of relevance that you can uploaded and attached to an application, in order to associate it with your application.

1. On the portal, this is located under the menu option Documents > Application Documents:

2. This will redirect you to the Manage Applications screen (as you may have made more than one application so there may be several listed):

To find out more about manage applications, click here.

3. Whilst on the Manage Applications screen, navigate to Actions > View Documents (located on the bottom right):

4. The page could be split into two sections, "documents" and "legal documents",  depending on what is required, which will list all relevant documents that you will need to either"

1. read
   
2. read and return to the finance company
3. merely supply to the finance company
   

NOTE: this could vary as it is based on the type of application made and what documentation is needed to support the application:

5. Selecting the Upload option, will allow you to browse for the documents that you would like to supply to the finance company.

6. Once uploaded, the document will appear directly underneath the Document Type heading where it lists all the document uploaded, in order of the time that the document was uploaded:

7. To view the document on screen (without having to download the document), click on the eye icon - white eye in a green box:

8. Selecting the Download option, will allow you to download documents supplied by the finance company.

9. To return files to the finance company, first "Download", sign if required or complete the information requested. "Upload" to return.

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