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Creating / Changing Underwriting Approval Workflow

Owned by Tony Hayes
Last updated: Jul 26, 2019 by Diane Hogan (Deactivated)
1 min read

Underwriting approvals are an important part of the Client approval process and sometimes need to proceed in a cascading, hierarchical manner.  Approval Dependency can be configured to insure the appropriate workflow.  The following step by step document should help when configuring Approval dependency workflow.

Step-by-step guide 

  1. Go to the Admin Workspace.

  2. Select Underwriting > Approval Dependency.
    The Approval Dependency list is displayed.
  3. Find and select the record you would like to Edit, or click Add to add new records.
    The Approval Dependency form opens.
  4. Edit the approval dependency record, setting the Triggering Approval and the Next Approval.
  5. Save your changes.


It is a good idea to draw out the approval workflow you want to create before beginning.

Template tasks can be triggered during the approval process. For more information on how to configure these, read Template Tasks - Automate Your Workflow or contact your application specialist.

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm