To apply for a Document


  1. Go to the Credit Requests Tab,
  2. You see the following sub tabs:
    • Start
    • My Requests
    • Recommendations
    • Approvals
  3. Apply for a Document
    • Click the Start tab to see the list of Documents available in your org, select the desired Document, and click it to open a pop-up.
    • In the pop-up, click the Start button,
    • Upload the necessary attachments for the selected Document and Submit it for approvals

  4. You have now successfully applied for a Document. Your manager will review and approve your Document request.