In Bectran, you can specify any type of credit documents that you require the customer to upload and attach to a credit application/request. Examples: Tax Exempt Certificates, Sales and Use Tax certificates, Agreements, etc. Every credit document is organized and attached to a credit request for audit trail and credit reviews.
To set up a document for upload, go to Account settings - - > Credit Policy - - >Document Mgt. Set the document type to UPLOADABLE.
Once a document is created and activated for use, customers can upload, attach and submit the document while completing a credit application. The credit staff can also initiate a request to customer to upload and attach documents to a credit request. The credit staff can also upload and attach such documents on behalf of the customer.
Documents can also be set up for Download, Signable, Monitorable, and for Additional Agreement of addendum's.