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Feature #249

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Epic #245: 3. EPIC Migration

3.4 Client Documents & Attachments

Added by Anonymous 10 months ago. Updated 9 months ago.

Status:
New
Priority:
Normal
Assignee:
-
Start date:
12/19/2025
Due date:
% Done:

0%

Description

In FCIF Portal, Client Documents section is available on Edit Client Details Popup.

And Payment Receipts are available under Payment Summary section in loan details page.

We are transferring these documents as well as any emails that are being sent to client to EPIC.

Files

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clipboard-202512191758-bjc44.png (707 KB) clipboard-202512191758-bjc44.png Anonymous, 12/19/2025 01:28 PM
clipboard-202512191758-t8nyh.png (518 KB) clipboard-202512191758-t8nyh.png Anonymous, 12/19/2025 01:28 PM
clipboard-202512191758-jci8h.png (927 KB) clipboard-202512191758-jci8h.png Anonymous, 12/19/2025 01:28 PM
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