Loan Account Attachments
  • 05 Jun 2024
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Loan Account Attachments

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Article summary

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
Please Note
  • Obfuscated PDF files will always be rejected, since our anti-virus cannot scan them for malware.
  • You cannot upload files without an extension, with multiple extensions, or containing a period in their name.
  • You cannot upload empty files.
  • Don't use the following characters in the file's name when you upload it to Mambu: / > < | : & ? * [ ] # * `

Managing documents

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

The Upload Document button from Attachments view and the available options related to documents, preview, download, edit, and delete

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.

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