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Doc Management - Coggle Diagram
Doc Management
Dashboard
List of Deals
Search Deal
Search By drop down
Search Button
Reset icon
Change Store drop down
Refresh icon
Print icon
Multi selection check boxes
All/ My Deals switch
Request Next Processing Deal
Success : Deal assigned
Failure : "No Deals available to assign”
Request Next T&R Deal
Success : Deal assigned
Failure : ” Could not find a T&R method for the User. Please set a T&R method for the user”
Actions
Edit Deal
Deal#
Buyer & Cobuyer
Stock#
Vehicle Details
Add / Edit Inventory
Trade Details
Amount financed details
Payoff values
Doc List Section
Add New Requirement
Search Document
Multiple selection
Add
Cancel
Upload
Delete
Not Applicable
Merge & Download
Multiple selection -Check boxes
Deal Info Section
Deal Notes
Add Notes
Add
Cancel
List
Trade Info Section
Trade 1 details
Trade 2 details
Trade 1 Notes
Add Notes
Add
Cancel
List
Trade 2 Notes
Doc Preview Section
Doc detail
Expand /collapse
Document pdf
More drop down
Revision History
Verification Audit
Compare Print
Status
Verified
Rejected
Not applicable
Mark Defective
Save Deal Button
Cancel Deal button
Manage Processors
Pop up
Save button
Cancel button
T&R Settings
List
Search User
Search button
Refresh list
Print doc
Add User
Save
Cancel
Actions
Edit
Delete
View T&R Methods
Add New Method
Field data
Save
Search Method
Refresh list
Edit
Delete
Close
View States
Search state
Edit
Close
Doc Sort Setting
List
Search Doc
Search button
Refresh list
Print Pdf
Drag & Drop
Actions
Move Doc up
Move Doc down