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Navigating to supporting documents from the application dashboard in Tama
Navigating to supporting documents from the application dashboard in Tama

You can open your supporting documents for any application directly from the Tama application dashboard

Christina avatar
Written by Christina
Updated over 3 years ago

When you want to work on your supporting documents for an application, you can get to the supporting documents page from the Tama dashboard in two ways:

  1. You can find your specific application in the dashboard, and then select Supporting Docs in the modal (three dots) on the right of the record. Here I have selected the options for the O'Donnell application:

This will take you to the supporting documents for the O'Donnell application.

2. Without specifying an application, you can use the menu in the top ribbon to navigate to supporting docs by select Solutions/Application Processing/Supporting Docs:

This method will take you to the Supporting Docs section, but will not have selected a particular application/supporting docs record. To select your application/record, use the dropdown at the top of the screen:

In supporting docs, you are able to upload your documents and match them across to the checklist:

For more information on the supporting documents functionality, click here.

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