Approval Checklist Policy

This policy allows you to create a customizable checklist for you and your team to complete when reviewing an application to be approved. Common usage would be: Called Previous Reference or other company specific rules you would like to check before approving an Application. Take a moment to review and create your own checklist in this Policy.

 

Step 1: Navigate to Administration→ Policies → Application Leasing→ Approval Checklist

mceclip0.png

 

Step 2: Select either + New Application Approval Checklist or Organization to edit the current policy

mceclip1.png

 

Step 3: Select the pencil to edit, Navigate to the Checklist Items tab, make any necessary changes.

mceclip2.png

 

Step 4: press Save

mceclip3.png

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request