Attaching Documents to Statement Date

Revised:  6/2021

 

1.  Check Display Documents:  To attached Bank Statements to the Statement Date

 

 

a.  Select Paper Icon

b.  Select Browse

i. Search for document saved on workstation

c.  Update Description

d.  Select Add

 

 

e.  Bank Statements attached will be listed.  Select Folder icon to open saved documents