RMR FileNet Document Inquiry Functions and Steps

Signing Into RMR FileNet Workflow Queue Step 1 Step 2 Step 3 Step 4 Step 5
Double Click the Sign in RMR Case Management icon on your desktop

Enter User ID in Name Enter Password Click the Sign In button or Hit Enter Key Click on the Document Inquiry option

Retrieving a Deposit document Step 1 Step 2 Step 3 Step 4 Step 5 Click the Deposit Products: Deposits option from the Document Category drop down select list Enter the Account Number that you wish to retrieve documents on Click the Search button A Document List is Returned for those documents matching your search criteria Click the Document Title of the document(s) you wish to view

Retrieving a Pension document Step 1 Step 2 Step 3 Step 4 Step 5 Click the Deposit Products: Pension option from the Document Category drop down select list Enter the TIN that you wish to retrieve documents on Click the Search button A Document List is Returned for those documents matching your search criteria Click the Document Title of the document(s) you wish to view

Retrieving a Commercial Loan document Step 1 Click the appropriate Commercial Loans option from the Document Category drop down select list based on your request: Commercial Loans: Collateral Commercial Loans: Credit Commercial Loans: Customer Commercial Loans: Loan Enter the Profile Number from the profile number file that you wish to retrieve documents on Click the Search button

Step 2 Step 3

CORPORATE TRAINING & DEVELOPMENT Page 1 of 3 Revision Date: 8/3/2011

RMR FileNet Document Inquiry Functions and Steps

Step 4 Step 5 A Document List is Returned for those documents matching your search criteria Click the Document Title of the document(s) you wish to view

Retrieving a Retail Loan document Step 1 Click the appropriate Retail Loans option from the Document Category drop down select list based on your request: Retail Loans: Collateral Retail Loans: Collections Retail Loans: Converted Documents Retail Loans: Credit Retail Loans: Customer Retail Loans: Loan Enter the Loan Number in the Account Number field Click the Search button A Document List is Returned for those documents matching your search criteria Click the Document Title of the document(s) you wish to view

Step 2 Step 3 Step 4 Step 5

Printing an Image from Document Inquiry Step 1 Step 2 Step 3 Click the Printer icon on the tool bar at the top of the screen Select the Printer you wish to print to Click the Print button

Emailing an Image from Document Inquiry Step 1 Step 2 Step 3 Step 4 Click on the check box to the left of the Document Click the Email button on the bottom of the menu Enter the To Email Address with the requestors address Enter the CC Email Address Always copy the Records Management Department Mailbox: ERNABX1 Click the Send as attachment button Click the Close button

Step 5 Step 6

CORPORATE TRAINING & DEVELOPMENT Page 2 of 3 Revision Date: 8/3/2011

RMR FileNet Document Inquiry Functions and Steps

Signing Out of RMR FileNet Document Inquiry Step 1 Step 2 Step 3 Select the Close button in the upper right hand corner Select Logout in the upper right hand corner Click the OK button

CORPORATE TRAINING & DEVELOPMENT Page 3 of 3 Revision Date: 8/3/2011