Previewing an Application

For a quick summary of application details, you can preview an application. The application preview includes the applicant’s name, the date the application was submitted, the application status, and approver information.

To preview an application:

  1. Select Accounts > Account Request Manager > Applications.

  2. Click the arrow in the Menu column and select Preview.

  3. To view additional details about the application, click View Application.

You can also preview an application as either an applicant or an approver while you are editing the application template. On the Application Template screen, select Applicant or Approver from the Preview Application As list.