Table of Contents
Approve Certificate
If you have authority for approving or denying a process, you can do so for certificates currently in the approval process. Certificates undergoing approval are noted in the Property and Liability module.
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Open the Property and Liability module of the account that you plan to edit.
- Find the certificate within the list with the notation, "Waiting for approval". Under the action menu, click Approve.
- Click OK to approve the certificate.