F-9-401 Upload Documents

🎯Purpose:

Outlines actions to take to upload completed mobile forms to the Back Office for review. Documents should be uploaded immediately upon completion.  

🔄 Process:

1. From the Home screen in Forcura Mobile, select Documents:

2. Select Document(s) to upload:

3. Select Upload:

4. Select appropriate shared folder (Mobile Uploads- Branch

5. Select Upload:

6. All documents uploaded will route to Business Manager at the office for review and attachment to HCHB.