Creating / changing underwriting approval workflow

Underwriting approvals are an essential part of the Client approval process and sometimes need to proceed in a cascading, hierarchical manner. To ensure the appropriate workflow, you can configure approval dependency. As a starter, it is helpful to sketch the approval workflow before beginning. Additionally, you can configure Workflow Channels to trigger during the approval process. For more information on how to configure these, log an Extranet case.

To create or change underwriting approval workflow:

1. Go to the Admin Workspace.
2. Select Underwriting > Approval Dependency.
   The Approval Dependency dashboard opens.
3. Find and select the record you want to Edit or click Add to add new records.
   The Approval Dependency form opens.
4. Edit the approval dependency record:

Triggering Approval	When this approval is completed, it triggers a notification for the next approval. Select an item in the list or click Add new item.
Next Approval	When the triggering approval is completed, it triggers a notification for this approval. Select an item in the list or click Add new item.

5. Click Save.

6. After you save your changes, to open the parent form for Triggering Approval and Next Approval, click (Open).