How to Create New Credit Application?

  1. Upon successful logon to the system, proceed to search for the CA Workspace function from the Tree Menu, displayed on the left-hand side of the screen. Scroll up and down, if necessary.

  2. Mouse over the CA Workspace function name and click once on it.

  3. Then, the selected function screen will be displayed at the right-hand side of the system’s screen.

  4. Proceed to initiate new credit application data input by clicking once on the New Application task card.

  5. Thereafter, proceed to input all relevant field values, accordingly and then save it.

Note: New credit application can be saved as a 'draft' version, or saved and then assign the credit application for another user to assist, by clicking once on the 'Save & Assist' button.