Viewing Attachments to a Credit Line

Procedure

To view an attachment to a credit line:

  1. Select the customer. How?

  2. From the Customer Information tab, select Credit Line.
    The Credit Line screen appears. Approved, effective credit lines are displayed with blue text. Expired credit lines are displayed with red text.

  3. Select view in the row for the credit line for which you want to view an attachment.
    The Credit Line details screen appears.

  4. In the Attachments section, select view in the row for the attachment.
    A dialog box appears asking if you want to open the attachment or save it to your computer.

  5. Click Open.
    The attachment appears in a new browser window.

Note: You cannot edit the attached file. If you make changes to the attached file, you must save the file to your computer, and then reattach the revised file.