Loan Account Attachments
  • 22 Nov 2019
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Loan Account Attachments

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Overview

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


Upload document

  • Go to the Loan Account.
  • Click on Attachments tab > Upload Document.
  • Type the name and description you want to give to the document.
  • Click Choose File > select the file you want to upload > Click Send.
  • Once the file name appears on the screen, click on Save Changes.

Upload Document button from Attachments view

Allowed Filetypes:

  • 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.

Non-Allowed Filetypes:

  • XHTML, JS, JSP, PHP, SWF, etc.
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.
  • The following characters are not allowed to be used in the file's name when uploaded to Mambu: / > < | : & ? * [ ] # \* `
Please be Aware
The maximum size (per file) is currently set to 50 MB. There is no limitation for the number of files you can attach to a loan account.

Actions that can be performed on documents

Actions drop-down for uploaded documents

Preview document

  • Click on Actions drop-down at the right-hand end of each row
  • Click on Preview
  • Or, click directly on the documents' name

Download document

  • Click on Actions drop-down at the right-hand end of each row
  • Click on Download

Edit document

  • Click on Actions drop-down at the right-hand end of each row
  • Click on Edit
  • Make the desired changes
  • Click on Save Changes

Delete document

  • Click on Actions drop-down at the right-hand end of each row
  • Click on Delete
  • Confirm

Ask the Mambu Community

If you have a question about how anything works or have come across something you haven't seen explained here, get in touch with our community of fellow users and Mambuvians where someone will lend a hand.

Ask a question about Lending

* If you don't already have an account you will be prompted to create one when you first visit the site.

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