Managing Application Information for an Account

Managing application information involves tracking the status of submitted applications, resuming any previously saved applications for products that have not been submitted, and signing any submitted applications.

To manage the application information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   You must select an account where a needs analysis has been completed, otherwise there will be no recommendation information for the account.

3. Tap Applications in the list in the side pane.

   All application information associated with the account appears in the Applications list in the main pane.

4. To resume an existing application in Saved status:

   1. Select an application that has a status of Saved.

   2. Tap Resume to return to the application capture session, and then complete the application as required.

      When you tap Resume, the application capture process starts on the screen where you chose to save and exit the application capture process.

   3. Tap Submit to submit the completed application.

5. To sign a completed application:

   1. Tap an application that has a status of Submitted.

   2. Tap Sign.

      Information about the application appears.

   3. In the Contact field, select the name of the contact who signs the application.

   4. Capture the signature of the contact in the signature input box.

      If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

   5. Save the record.