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Introduction

This guide will take you through the process of mapping Supporting Documents in your finova CRM and linking these to the finova Client Portal for client upload

Location

Navigate to the following screen:

Home / System Settings / Supporting Document Categories

A list of documents you require from you Clients will display. Here you can add new ones and edit existing

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20210429-105958.png

How to map a category

Example: Proof of ID

Use the ‘Edit’ option to amend the existing entry

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20210429-110121.png

Select the correct mapping option

Use the finova Client Portal mapping dropdown to generate a list of the options available

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20220204-122836.png

Choose from the list supplied

In this example, we are going to select the option ‘Proof of ID’

note

NOTE:

If the drop-down option is greyed-out, then this has already been mapped.

NOTE:

If the drop-down option is greyed-out, then this has already been mapped.

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20210429-111355.png

Should the finova Client Portal mapping not contain the document you wish to add choose ‘Custom Document’

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20220203-132649.png

Enter the finova Client Portal custom document name - this will be what your client sees on the Portal

Add the finova Client Portal custom document information for the client to know what documents you may accept and any further information that is relevant

Service Desk > Linking Supporting Documents from the finova CRM to the finova Client Portal > image-20220204-123102.png