Importing Personal Documents for Primary Contacts

Personal documents for the primary contact on a customer loan request record can be imported from the MARQ™ portal. When you import multiple records using the Batch Import process, any personal documents for a record's primary contact are also imported. When you import a single record from the portal using the import wizard, a step on the wizard enables you to import the primary contact's personal documents.

Primary Contact's Personal Documents in a Batch Submission

After importing multiple new or existing records in a batch submission, access the stand-alone entity record for the primary contact on a record. The primary contact's personal documents are located in DMS (Attachments) in the MARQ Documents folder.


Primary Contact's Personal Documents in a Single Record Submission

After importing data for one new or existing record, you can view a list of the primary contact's personal documents in the primary contact's stand-alone entity record. When in the primary contact's entity record, access the import wizard.

The personal documents appear on Step 5 of the wizard. To import the personal documents and any other data, complete Step 5 and other applicable steps.



After importing, the primary contact's personal documents are located in DMS (Attachments) in the MARQ Documents folder.



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