1.2.7 Onboarding Initiation - Comments

The relationship managers can capture overall comments for the initiation stage in the Comments screen.

Capturing comments helps the banker working with this task in the next stage to better understand the task.

1. Click Next in theOnboarding Initiation screen.
   The Comments screen displays.

   Figure 1-36 Comments

   
   

   
   Description of "Figure 1-36 Comments"

   
   
2. Specify the overall comments for the Onboarding Initiation stage.
3. Click Post.
4. Click Next to move to the Onboarding Initiation - Review and Submit.