someone with the role of Business Manager is the only person who can upload and view a finance application.
To upload a finance application, firstly you should have a pdf copy of the finance application handy and a deal must have been created in drivible which corresponds to your application. Then go to > 'Deals & Deliveries' in the menu and find the deal via a the filter button.
Click on the view button 
Then click on 'Create Finance and Insurance Log'
- Simply click on browse or drag and drop your finance application pdf document.
- Once upload is complete our machine learning model automatically classifies your document fields and inserts them into drivible*.
- You can then update any fields that are empty such as base rate, finance income, insurance income, warranty income.
- Then hit 'Save Finance & Insurance'
The application has now been saved against the client for future reference and in the Finance & Insurance Log.
* model has been trained on St George applications but will learn other finance docs with continued use.