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Step-by-step guide
Go to the Admin Workspace.
- Select Underwriting > Approval Dependency.
The Approval Dependency Dataform list is displayed. - Find and select the record you would like to editEdit, or click 'Add' to to add new records.
The Approval Dependency form opens. - Edit the approval dependency record, setting the Triggering Approval and the Next Approval.
- Save your changes.
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It is a good idea to draw out the approval workflow you want to create before beginning. Template tasks may can be triggered during the approval process - for . For more information on how to configure these, read Template Tasks - Automate Your Workflow or contact your NetWise Account manager or contact your application specialist. |
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