Actions: This section describes which step the work-item is in the process. In this example, we are in Pending Advisor Review.

ePACs Work Items: The ePACs Work Items pane displays some of the work item’s attributes. Click on the work item row to open its Details form

Client Documents: This section displays the list of all the forms filled in the Work Item. Click on the corresponding row to open the form in the Document Viewer.

Required Forms:The Required Forms pane displays the list of all the required forms present in the Work Item. Click on the Open button to view the form in the Document Viewer.

Optional Forms: The Optional Forms pane displays the list of all the optional forms present in the Work Item. Click on the Add button to move a form into the Required Forms pane

Client Folder: The Client Folder pane displays some basic attributes of the account owner such as the first and last name. Click on the row to see the entire list of attributes.

Client Subfolder:The Client Subfolder pane displays some basic attributes of the account. Click on the row to open its Details form.