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Locating and Saving Consumer Documents

Table of Contents

Locating Consumer Documents

Saving Documents 

Locating Consumer Documents

  1. Log in the Ops Portal (ELI)

  2. Enter the Proc ID (Internal HFD Patient Identifier) in the search bar or:

  3. Select Applications> Manage Applications in the navigation menu

  4. Search by any field it he Applications Table
  5. Click the Proc ID
  6. Select the orange Documents icon on the right side menu
  7. Locate the document you wish to view and select View. The document will download in your browser. 

👉Loan documents are typically titled Finance Agreement. The date and time they were saved is directly to the right of the title and is in Year/Month/Day order

Saving Consumer Documents

  1. Follow steps 1-6 in the Locating Consumer Documents section

  2. From the Documents page, click browse in the Upload section
  3. Find the Document in the you wish to save
  4. Once selected, click Upload
  5. Documents will be visible in the Document section with a date and time stamp attached

❗Carefully verify each document before uploading. Documents may be visible to the consumer in the Customer Portal and can be difficult to remove once added.