> ## 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.

# Payout claim format download

## **Payout Claim Access & File Download Process Documentation**

### **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.

### **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**

### **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.

***

### **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.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/payout-claim-format-download/image1.png" />

***

### **Step 5: Accessing to the latest format via dynamic link,**

* Click on the **Link icon**, next to the **Add Claim** icon.

**Purpose:** To view/download the latest claim format file.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/payout-claim-format-download/image2.png" />

***

### **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.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/payout-claim-format-download/image3.png" />

***

### **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.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/payout-claim-format-download/image4.png" />

***

## **Completion**

You have successfully:

✅ Accessed payout claims in RuLoans CRM\
✅ Located the associated payout file\
✅ Downloaded the required document from Zoho WorkDrive

### **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.

## **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