Please note that an application can only be approved or declined when it reaches the Final Approval Level Stages.
To approve an application, log in to Trade Shield
Go to Workflow Overview and search for the company.
Then select the application you would like to approve. Click on it to open a block to the right.
*if you are not the person who is assigned to that level of approval you will get an error when you click on the open button.
Click on the open button/
Please look over the full application to ask questions and the attached documents as well as the credit report.
Scroll to the bottom of the Overview page and select Approve.
Your company may have additional information on this page such as a document upload or insurance requirements that can be added.
You will be required to motivate the approval. This is important as it will be recorded on the final application. an example will be what assessment or additional comments around this account.
The application is now complete or moved to the next level of approval.
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