***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:

All applications need to go through a workflow. Workflow allows the configuration and management of the workflow steps/transitions and rules that govern the loan application process.

This is accessible by clicking

from the top navigational pane or by clicking

from the dashboard icons displayed. This will render the screen below, displaying all workflow configurations available, with the options to add a new workflow


The displayed pop up will appear. Fill in a workflow name and a short description.

The following will be rendered. You can drag and drop to reorder.


to add a transition to a workflow. A transition defines a change in the workflow from one stage to another.

This will render the popup below to capture transition details.


Add a transition to the workflow. A popup will be rendered like the below to capture transition details.

Navigate through the transition details by clicking on the tabs shown:

Enter the required information, under each tab then click

The transition will now be added to that workflow.

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