Through the Files and Documents tabs on the customer details screen, you can individually manage various attachment files related to the customer, as well as the sending and receiving status of electronic documents.
This function allows you to upload and manage reference materials or external attachments related to the customer that are held by the institution.
Add File: You can upload a new file by selecting the Add File button located on the right side of the file list.
Download File: You can download registered files again. To proceed with the download, select the More button to the right of the file you want to download and click the Download menu, or simply select the file name directly from the list.
Delete File: You can delete files that no longer need to be managed. Select the More button to the right of the target file and click the Delete menu.
Caution: Files that have been deleted cannot be recovered within the system, so please make your decision carefully.