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Documentation Index

Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt

Use this file to discover all available pages before exploring further.

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Payout Claim Access & File Download Process Documentation

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Overview

This document outlines the process for accessing payout claims in the RuLoans CRM and downloading the related payout claim file from Zoho WorkDrive for review or further processing.

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Prerequisites

Before starting, ensure:
  • You have valid login credentials for the RuLoans CRM.
  • You have access to Zoho WorkDrive.
  • Required permissions are enabled for viewing payout claims and downloading files.

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Step-by-Step Process

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Step 1: Login to RuLoans CRM

  • Open the browser.
  • Navigate to: crm.ruloans.com
  • Log in using your authorized credentials.
Purpose: Access the CRM dashboard to initiate the payout claim process.

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Step 2: Access Finance Module

  • From the main navigation menu, click on the Finance tab.
Purpose: Open the financial operations section.

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Step 3: Open Claim Section

  • Under the Finance module, click on Claim.
Purpose: View all claim-related records and operations.

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Step 4: Navigate to Payout Claims

  • Click on the Payout option.
Purpose: Open the payout claim listing page.
  • Click on the Link icon, next to the Add Claim icon.
Purpose: To view/download the latest claim format file.

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Step 7: Access Zoho WorkDrive

  • User is redirected to Zoho WorkDrive.
  • Enter Email to get access.
  • Navigate to: workdrive.zohoexternal.in
Purpose: Access the uploaded payout claim files linked to the selected claim.

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Step 8: Download Claim File

  • Locate the required file (New Payout Claim Format – March 2023).
  • Click on Download.
Purpose: Save the claim file locally for review or processing.

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Completion

You have successfully: ✅ Accessed payout claims in RuLoans CRM
✅ Located the associated payout file
✅ Downloaded the required document from Zoho WorkDrive

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Post-Download Verification

After downloading:
  • Verify the file has been downloaded successfully.
  • Check file integrity and format.
  • Proceed with payout claim verification or further processing.

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Important Notes

  • Ensure you download the correct payout file for the selected claim.
  • Maintain data confidentiality while handling payout files.
  • Contact the Finance/Admin team if access issues occur.

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Prepared By: Aparmita Srivastav