Managing Documents in the Manage Power of Attorney for Bank Transactions Fiori app

Objectives

After completing this lesson, you will be able to:

  • Manage a document in the Manage Power of Attorney for Banking Transactions app

Documents in the Manage Power of Attorney for Banking Transactions app

What is the Manage Power of Attorney for Banking Transactions Fiori app?

The Manage Power of Attorney for Banking Transactions app lets users delegate account access levels and manage clients' banking transactions efficiently. This includes granting one party access to another's account.

The app securely stores documents, allows for easy document management, and provides a detailed view of banking transactions - ensuring efficient management of delegated banking actions.

How do you Upload an Attachment

Use the Manage Power of Attorney for Banking Transactions Fiori app to upload the required documents for the Power of Attorney.

Select the app and choose the Power of Attorney.

Then, navigate to Attachments, click Upload, and select the relevant document from your device.

Save the document to store it in the app.

Business Scenario: How to Delete an Attachment

Page’s manager emails her with another request – she needs Page to delete a document for a power of attorney. Page must use the Manage Power of Attorney for Banking Transactions Fiori app to execute this request.

Page needs to learn how to do the following:

  • Delete a document in the Manage Power of Attorney for Banking Transactions app

Page's Summary

Use the Manage Power of Attorney for Banking Transactions Fiori app to update, delete, or archive documents. Select the attachment that you want to edit, rename or delete, and click the "Save" button. When deleting a document, click "Delete" and save again.

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