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Nataliia Plakhtii (Deactivated)

Mercedes Rothwell

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Rw ui steps macro
Rw step

Go to New (1) > Starting Point (2).

Navigating to Starting Point

Navigating to Starting Point

Rw step

Create a New Account (1) for the Existing Client (2).

Creating a New Account for the Existing Client

Creating a New Account for the Existing Client

Rw step

Selecting the preferred Sponsor / Custodian for a new Account.

Selecting a Sponsor or Custodian

Selecting a Sponsor or Custodian

Rw step

Select a Product Type (1) and Registration Type (2).

Selecting Product and Registration Types

Selecting Product and Registration Types

Rw step

Review an Account Summary (1) and then create a Work Item (2). The Client Work Item appears on the Retrieve page.

Reviewing Summary and creating a Work Item

Reviewing Summary and creating a Work Item

Rw step

To generate a Barcode, go to Actions (1) > Barcode (2).

Generating a Barcode

Generating a Barcode

Document Coversheet now opens in a new window.

Tip

Tip: You can save or print the Document Coversheet.

Viewing Document Coversheet

Viewing Document Coversheet

Tip

Tip: You can view a Work Item Coersheet Coversheet in Actions > Work Item Coversheet.

Navigating to Work Item Coversheet

Work Item Coversheet

Work Item Coversheet

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