To work with documents containing UTI code there are two tabs in Web-client:

  • Outgoing UTI – contains outgoing documents with UTI, which was formed in the creating / editing form in the Web-client;
  • Incoming UTI – contains incoming documents from other parties.

On the page:

Fig. 1 – Incoming/Outgoing UTI form

Incoming/outgoing UTI form contains the following information:

  • Draft name
  • Form
  • Last changed
  • Last changed by
  • Last revision
  • UTI

Fig. 2 – Outgoing UTI form

The documents can be filtered by:

  • instrument types;
  • last change date;
  • attachment;
  • name – search by the draft name (part or full name);
  • parties (last changed by)

Fig. 3 – Filtering

Clicking on the  button opens a block of filters settings. After the settings has been specified, click the button  to apply filtering. This will generate a table with drafts corresponding to the filter parameters (read more here).

To make the display user-friendly, you can customize some display settings (see General Settings). 

UTI editing

UTI is formed according to the Central Bank requirements.

You can Add UTI code on the creating/editing form.

Fig. 4 – creating/editing form

 

In Drafts form, you can create UTI for the several documents:

  1. Select drafts by checking the chekbox and click the UTI button.



    Fig. 5 – editing UTI

  2. Click the Apply button.
     

     

    Fig. 5 – UTI code                                                                          Fig. 6 – result of the operation

     

    Fig. 7 – drafts with UTI

Forms containing UTI field: CM010, CM015, CM021-CM081.

  • No labels