9. Approval
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
The "Approval" tab provides brokers with a centralized location to manage, review, approve or reject client requests.
The number displayed on the side of the request type indicates the number of pending requests to be reviewed by the broker.
Requests are also categorized into the following:
My To Do - this refers to requests pending review by you. By default, the approval list will show "My To Do".
All - this refers to all requests, including those that have been reviewed and those assigned to others.
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