Functions
Document Management
Document Management Module in Q-Lana
The Document Management module in Q-Lana is designed to streamline document creation, storage, and retrieval, making it easier to manage critical loan and portfolio-related paperwork.
- Automated Document Creation: Easily generate documents such as term sheets, loan contracts, invoices, account statements, and reminders using templates populated with customer-specific information.
- Intelligent Storage and Search: Store and search external documents in standard formats, enabling efficient organization and retrieval for specific purposes like pre-disbursement checks or KYC requirements.
- Financial Statement Management: Upload and spread financial statements using templates, ensuring accurate and consistent financial data handling.