Loan Account Attachments

Any loan account can have files (attachments) uploaded in Mambu, for example, scans of documentation required in the loan application process, signed forms, and loan agreements.

Uploading a new document

To upload a document:

1. Open the loan account.
2. Go to the Attachments tab.
3. On the left-hand side of the screen, select Upload Document.
4. Enter a relevant name and description.
5. Select Choose File > select the file you want to upload > select Open.
6. Select Save Changes.

Use the following file types:

• Images - JPEG, PNG, GIF, BMP, TIFF
• Documents - PDF, XML, DOC, DOCX, DOCM, DOT, DOTX, DOTM, XLS, XLSX, XLSB, PPT, PPTX, ODT, OTT, FODT, PDF, XML, TXT, CSV, PROPERTIES, MSG, TIF, ZIP, RTF, XLSM, ODS, ODP, EML, EMLX, HTML, MHT, MHTML, XPS, NUMBERS, KEY, PAGES, YAML, JSON, JASPER, JRXML

Don't use:

• XHTML, JS, JSP, PHP, SWF

Managing documents

You can make changes to the title and description of the documents, download them to your local machine, or simply delete them.

Previewing documents

To preview a document:

1. Open the loan account.
2. Go to the Attachments tab.
3. In the list of documents, find the one you want to preview and, on the right-hand side of the row, select Actions > Preview.

Downloading documents

To download a document:

1. Open the loan account.
2. Go to the Attachments tab.
3. In the list of documents, find the one you want to download and on the right-hand side of the row, select Actions > Download.

Or, you can click directly on the document name.

Editing documents

To edit a document:

1. Open the loan account.
2. Go to the Attachments tab.
3. In the list of documents, find the one you want to edit and on the right-hand side of the row, select Actions > Edit.
4. Make the desired changes.
5. Select Save Changes.

Deleting documents

To delete a document:

1. Open the loan account.
2. Go to the Attachments tab.
3. In the list of documents, find the one you want to delete and on the right-hand side of the row, select Actions > Delete.
4. Confirm.