How to Add Supporting Documentation to a Paperless Request

Purpose: 
To provide clear steps for attaching additional documentation when the requester notes field is not sufficient due to character limitations, or when supporting documents are required to process a paperless request.

When to Use:

• When requester notes exceed the character limit.
• When additional details are necessary for processing.
• When supporting documents are required, such as:
  • Wire refund forms
  • Screenshots
  • Proof of manager approvals
  • Other client documentation

Procedure

1. Locate Request
   1. Navigate to the opportunity in the system.
   2. Identify the submitted request.
2. Open Request
   1. Click on the Request Number to open it on your screen.
3. Access Related Tab
   1. In the top left corner, click on the Related tab.
4. Upload Documentation
   1. Under Notes and Attachments, select Upload Files.
   2. Locate the file on your computer.
   3. Select the file and click Open to upload.
5. Verify Assignment
   1. Check that the Assigned To field is set to Jr Par.
   2. If it is not, click the pencil icon to edit and reassign it back to Jr Par.
6. Confirm Completion
   1. Ensure the uploaded file appears under Notes and Attachments.
   2. Confirm that the request is correctly assigned.

Outcome: 
The supporting documentation is successfully attached, and the request is properly assigned for processing.