Electronic documents

The component enables obtaining information on documents stored in electronic form in the Brokerage House Document Repository to which the currently logged in client has the rights.

It is also possible to display on the monitor screen and print the selected electronic document.

Note

This functionality will be available for owners/co-owners of at least 1 account, to which they have access by Internet

Filter

In this section, you can select the time interval in which the creation date of the document will be included. The time period (period) can contain a maximum of 100 days (e.g. 04.01.2012 - 28.03.2012).

In addition, the list of documents can be narrowed by specifying the required type of document - selecting from the list of types an element different from All.

After you have made your selection, the range should be press Confirm, to display the section that contains the list of documents in the selected range.

List of available electronic documents

Section contains a list of documents in accordance with the selected range.

Available electronic documents are displayed in a list, containing the following columns:

Columns

Document name - the name of the document;

Document date - date of document creation;

Document type - specify the type of document;

Account number - account, whose owner/co-owner has permissions to the document; in the absence of a document is available for all clients of the owner or co-owner of at least 1 account;

Buttons

Download document - allows you to view the selected document.