You need help with: Controller: Doc , Action: JobDocs
Case Docs Help
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Case Documents is where you will upload any documents for your Case.
From here you can upload documents Refresh Listing - Click on "Refresh" at the top right of the list next to "Functions". Upload New Document - Click on "Upload" at the top right and a popup will appear allowing you to select a file on your local computer to upload to RMP. Once the file is located on your computer you can double click it to start the file upload - or - you can click once on it and then click "Open" to the bottom right of the popup. Filter Listing - Just type in the criteria you wish to filter by next to "Filter" at the top left. (Case Sensitive) Delete Document - Click on "(delete)" next to the status of the document you wish to delete. A message will appear asking "Are you sure you want to delete this document/file? This operation cannot be undone!" Click "OK" to perform delete or click "Cancel" to cancel. Creating a Case Condition Report - In the "Create" drop down list select the condition report that you wish to create ( Auto, Truck, Minivan, SUV, etc...) and click the "Go" button to the right of the Create list. Fill out all the necessary information and click "Save" at the bottom left of the C/R. Most of the information at the top of the C/R is filled out automatically from other areas RMPv3 has collected infomation regarding this repossession. Suggested C/R Fill Order - Click next to mileage to input the mileage, next select options for the radio buttons for Collision Damage, Does Vehicle Drive, Towed In, Personal Property and Was Inventory Completed. The Police info will be entered from the Repo Info you input on the Case detail page. Now click on Police Time and input the time you notified the PD. Now simply "tab" through the rest of the form filling out the info as you go. For checkboxes & radio button you can click with your mouse or press the spacebar when you tab into them. Creating a Case Invoice - In the "Create" drop down list select "Invoice" and click the "Go" button next to the Create list. You will be forwarded to the Invoice interface to complete the invoice. Emailing Case Documents - First click the checkbox next to each item you wish to emai. Once you have selected your documents to email go to the "Actions" drop down list and select "Email" and then click the "Go". The Compose Case Document Message will pop up. Select from the list of contacts the contact you wish to email, add any notes (optional) and click "Send" at the bottom left. To cancel emailing the selected documents click "Close" next to the "Send" button. Faxing Case Documents - First click the checkbox next to each item you wish to fax. Once you have selected your documents to fax go to the "Actions" drop down list and select "Fax" and then click the "Go". The Compose Case Document Message will pop up. Select from the list of contacts the contact you wish to fax, add any notes (optional, ignored with fax option) and click "Send" at the bottom left. To cancel faxing the selected documents click "Close" next to the "Send" button. |
Global Search - At the top right of the RMP site you will see a text box with 
beside it. In this text area you can use Debtor Name, Tag Number or Last 6 of the VIN. To begin your search just click the
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