In Details, provide the preferred information based on your firm requirements. Some fields are mandatory, for example: Name, Workflow, and Skill Rarity. |  Providing details for skill-based filtering |
To add a new type of request: | 
Adding request type |
Find the already existing request type by Name, Scan User, Request Category or other options (1) or create a new request type via Create New (2). |  Providing request type |
In Details, Scan User, User Group, Required Client Doc Types, Default Send To, provide the preferred information for a new request type, and then click Save. |  Providing details for request type |
To add a resident state: |  Adding resident state |
Find the already existing resident state (1) or create a new one via Create New (2). |  Providing resident state |
To add an issue state: |  Adding issue state |
Find the already existing issue state (1) or create a new one via Create New (2). |  Providing issue state |
Add the following information for skills, namely: Source System Product Series Name Suitability Level Producer Business Type Application State Contract Status
|  Providing details for skill-based filtering |
Once you add all the appropriate information, in the upper-right corner, click Save or Save and Close. |  Saving information for skills |
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