F&I Enhanced Compliance Storage

Upload Documents for Long Term Storage

Enhanced Compliance Storage gives you the ability to upload any deal documents securely for long-term storage and includes:

Upload From Desktop

Please note: This feature requires subscription to Compliance with Enhanced Compliance Storage. Each uploaded file may not exceed 4MB.
Group-2313@2x.png

Don’t have Digtal Contracting?

Don’t have Digtal Contracting?

Select

Select the Documents tab in the customer’s deal jacket. You will see the upload box located at the bottom of the screen.

Note: Make sure the documents you want to upload to the deal are available on your computer. Each file should not exceed the 4 MB file size limit.

Group-2325@2x.png
Group-2325@2x.png

Upload

There are three easy ways to upload the files directly from your computer.th
Group-2340.svg
Click on the Upload File(s) link to browse your local file folder. Select the file, it will get highlighted, and then click Open to upload your file.

Note: Make sure the documents you want to upload to the deal are available on your computer. Each file should not exceed the 4 MB file size limit.

Group-2339@2x.png
Select the applicable file from your computer and Drag and drop file(s) into the upload box area. The upload box will turn gray. Release the file.

Note: Make sure the documents you want to upload to the deal are available on your computer. Each file should not exceed the 4 MB file size limit.

Group-2340.svg
Click on the Upload File(s) link to browse your local file folder. Select the file, it will get highlighted, and then click Open to upload your file.

Note: Make sure the documents you want to upload to the deal are available on your computer. Each file should not exceed the 4 MB file size limit.

Group-2339@2x.png
Select the applicable file from your computer and Drag and drop file(s) into the upload box area. The upload box will turn gray. Release the file.

Note: Make sure the documents you want to upload to the deal are available on your computer. Each file should not exceed the 4 MB file size limit.

qr-capture-cover-b
Scan QR Code and upload from your device camera

Save

Click on Select Document Type and select the document category from the drop-down menu. Select Applicant type. Then click the Save button and the file will appear in Documents.

You have now successfully added the file to long term storage for the deal.

Please note: If you do not find a document category for the uploaded file in the drop-down selections, then select Other

Group-3383@2x.png
Tips
When a customer sends you a file via email, save and rename it on your computer with an easy-to-follow file name and category. This will help you to find and upload your deal documents more accurately.

Tips: When a customer sends you a file via email, save and rename it on your computer with an easy-to-follow file name and category. This will help you to find and upload your deal documents more accurately.

Training and Tutorials

Group-2780.svg

Live Webinar

Group-2782.svg

Step-by-Step Guide

Group-3406@2x.png