***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

To assign a workflow to available loan products access Workflows by clicking

from the top navigational pane or by clicking

Click on the desired workflow then click the

tab seen there. The screen below will be rendered for the user to select the desired loan products.

Click

then

to allow all selected loan products to use the workflow. The selected products will now be displayed under the “Products already using this workflow” section:


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