Page Comparison

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

_{Navigating to Starting Point}

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

_{Creating a New Account for the Existing Client}

Selecting Select the preferred Sponsor / Custodian for a new Account.

_{Selecting a Sponsor or Custodian}

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

_{Selecting Product and Registration Types}

Review an the Account Summary (1) and , then create a Work Item (2).

_{Reviewing Summary and} creating _{Creating a Work Item}

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

_{Generating a Barcode}

The Document Coversheet now opens in a new window.

_{Viewing Document Coversheet}

_{Navigating to Work Item Coversheet}

_{Work Item Coversheet}