Attach File

The Attach File function allows users to browse their hard drive or network to attach supporting documents, such as copies of paystubs or a copy of insurance, to a particular application.

Clicking within the Application Toolbar opens the Application Documents screen in a new window. This screen displays a list of all documents attached to the application.

The Application Documents list includes supporting documents that were attached from the Stipulations or Collateral Real Estate Orders panel in Temenos Infinity, the Document Upload or Stipulations panel in Virtual Capture, as well as documents received from certain third party connectors. For more information, please see the Stipulations topic in this guide or the applicable third party connector guide.

Application Documents window is now enhanced with the capability so that the user can now attach customer documents related to application or account product. Attach Document sub-menu and "Account Product" column is only available in Application Documents window when AO is active.

Within this screen, the following columns of information appear for each document:

Column

Description

Name

Displays the name of the document in the following format: <document name>.<file extension>.

Description

Displays the description provided for the document.

Document Classification

Displays the document classification.

Source

Displays the source of the document, such API, Virtual Capture, the name of the user who attached the document within Temenos Infinity, or the name of the third party connector from which the documents were received.

For information on attaching/receiving documents for a specific connector, please see the applicable connector guide.

Account Product

Displays the Account Product associated with the application

Status

Displays one of the following values to identify the Virus Scan Status for a document uploaded in Virtual Capture:

Exempt from Virus Scan
Failed Virus Scan
Pending Virus Scan
Successful Virus Scan

While this column appears in the Application Documents window for each institution,the Virus Scan functionality is specific to documents uploaded to the Document Upload or Stipulations panel in Virtual Capture, and is only applicable when the system is configured to perform a virus scan on Virtual Capture documents.

This functionality is enabled within the System tab of the Origination page in System Management by setting the Document Virus Scan in Virtual Capture parameter to a value of Virus Scan, and identifying a Document Import and Export File Location. For more information, please see the System Tab section of the Origination topic in the Administrator Guide.

If the system is configured to perform a virus scan on Virtual Capture documents, this column displays a status of Pending Virus Scan when a document is first uploaded to the Virtual Capture application, and updates to Failed Virus Scan or Successful Virus Scan depending on the outcome of the scan performed by the institution.
If a document is not uploaded in Virtual Capture, or if the system is not configured to perform a virus scan on Virtual Capture documents, this column displays a status of Exempt from Virus Scan.
If the document is received from a third party, this column displays a blank value.

The buttons in the top of the screen provide users with the ability to perform the following functions:

Function	Description
	Enables a user to attach a document to the application. Clicking this button opens the Attach Document window.
	Enables a user to edit the attributes of a previously attached document. Clicking this button opens the Edit Document window.
	Enables a user to view a document that is attached to the application.
	Enables a user to remove an attached document from an application.
	Enables a user to close the Application Documents screen.

Attach Attributes

Clicking , or opens a window to define the document attributes.

The following attributes must be defined for each document attachment being uploaded or edited:

Field

Description

Select File

Allows users to select the desired document. Click to locate the document to be attached within File Explorer.

This field is only available when initially attaching a document.

Once the document is attached, the document name and file path populates within this field as read-only.

Temenos Infinity supports the ability to attach documents with a maximum file size of 100 MB.

Temenos Infinity only supports the ability to upload documents including one of the following file extensions: .csv, .doc, .docx, .gif, .jpeg, .jpg, .msg, .pdf, .png,. rtf, .tif, .tiff, .txt, .xls, .xlsx. If a document does not include an approved file extension, has more than one period in the filename, or has a unicode character in the filename, the file cannot be uploaded to an application.

Classification

Allows users to select the classification of the attached document (now mandatory) from the drop-down list. This drop-down includes a list of the values configured for the DOCUMENT_CLASSIFICATION lookup in System Management > Origination > Field Configurations.

Description

Allows users to enter a brief statement that describes the attached document.

Display to Applicant

Allows users to indicate whether or not the attached document displays to applicants in Virtual Capture.

Whenever a document is uploaded from Virtual Capture, this field is automatically selected within the Edit Document window.

Uploading and Managing Document Attachments

The following actions are available within the Attach Document and Edit Document windows:

If a document has been sent to an optical system, a record of the document continues to appear in the Application Documents window, but the document cannot be opened. A message is received when trying to open the document to identify that the document has been archived to an optical system.

Show Attach Document

To attach a document:

Click within the Application Documents screen.
Click Browse to locate the desired document.
Select the document and click the Open button within the File Explorer. Once Open in clicked, the document name populates within the Select File field.
Using the associated drop-down, select the document classification.
Within the Description field, enter a description for the document.
Identify whether the attachment is to be displayed to applicants in Virtual Capture by selecting the Display to Applicant checkbox.

Click

If a document does not include an approved file extension, has more than one period in the filename, or has a unicode character in the filename, the document is unable to be uploaded, and an error is received upon clicking

. For a list of the approved file extensions, please see the Attach Document Window section in this topic.

By default, total attachment size is limited to 10 MB. This limitation may be changed by contacting a Temenos Customer Care Representative.

Once the document is attached, it populates in the document grid on the Application Documents screen.
Click to exit the Application Documents screen.

Show Edit Document

To edit document attributes:

Selecting a document from the Application Documents screen enables the within the toolbar.
Clicking opens the Edit Document window.
The existing Classification, Description, and Display to Applicant attributes pre-populate in the Edit Document window. If desired, modify the desired attributes.
Click to close the Edit Document window and save the changes. Click to discard changes and close the window.
The updated document displays in the document grid.

Show View Document

Virtual Capture documents with a Virus Scan Status of Pending Virus Scan or Failed Virus Scan cannot be opened; therefore

is disabled when a pending or failed document is selected within the Application Documents window, and double-clicking the record returns a message to inform that the document cannot be accessed.

To view a document:

Highlight the document within the Application Documents screen, and click .
Clicking opens the selected document in a new window.
When finished reviewing the document, close the document.

Show Delete Document

To delete a document:

Highlight the document within the Application Documents screen and click .
Clicking prompts the user to confirm the deletion. Click Yes to remove the document or No retain the item.
Once Yes is selected, a success message appears to confirm that the document was deleted successfully. Click OK.