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Creating Workflows and Applying Rules

Michael Claire avatar
Written by Michael Claire
Updated over 3 years ago

***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:

The Work Flow Management component allows for the configuration and management of the workflow steps/transitions and rules that govern the loan application process.

Workflow Setup


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Adding Rules

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