Go to app.fabricworkflows.com and sign in with your Trade Shield credentials. Make sure you are logged in with an account that has the appropriate approval authority for the application's current stage.

TRADE SHIELD LOGIN

In the left navigation panel, scroll to the Fabric Workflows section and click on Workflow Overview. This is your central hub for viewing and managing all active applications.

LEFT NAVIGATION — FABRIC WORKFLOWS

Use the search bar at the top of the Workflow Overview to search for the applicant's company name. A list of matching applications will appear. Click on the application you would like to approve to select it — a panel will open on the right side of the screen.

Look for applications at the Final Approval Level 1 (or higher) stage, as only these can be approved or declined.

WORKFLOW OVERVIEW — SEARCH & SELECT

ⓘ Tip: Use the Labels filter in the left panel to filter by Overdue or In Progress to quickly surface applications awaiting your approval.

In the right-hand panel, click the Open button to open the full application. This will take you into the application workspace where you can review all details before making a decision.

You may also click Full Application to view the complete application document in a separate view.

APPLICATION PANEL — OPEN BUTTON

⚠ Note: If you are not assigned to the current approval level, you will receive an error when clicking Open. Contact your administrator to confirm your approval assignment before proceeding.

Before approving, carefully review all information on the Overview tab. Work through the following checklist. For a full pre-approval checklist, see the Trade Shield Approval Checklist →

ⓘ Tip: Use the Assigned To tab to see which team members have been involved at previous stages and to review any escalation history.

Scroll to the bottom of the Overview page to find the Recommended Action panel. This panel displays Trade Shield's system recommendation based on the applicant's credit profile, including:

• Whether to Grow, Hold, or Reduce the credit limit
• Current limit, requested limit, and recommended limit
• Requested and recommended payment terms
• The amount submitted for approval

You may adjust the Approved Payment Terms and Credit Amount before approving, if your authority allows. Expand "How we calculated this limit recommendation" for a detailed breakdown.

RECOMMENDED ACTION PANEL

ⓘ Tip: You are not obligated to approve the recommended amount. You may approve the full requested limit or any amount within your authority. Document your reasoning in the motivation field (Step 7).

When you are ready to approve, click the Approve button at the bottom of the Recommended Action panel. An Approve Application dialogue will appear.

You are required to enter a Motivation Note before submitting. This note is permanently recorded on the application and forms part of the audit trail. A strong motivation note should include:

• The basis for your approval decision (e.g. financial assessment, trade history, credit bureau score)
• Any conditions or observations about the account (e.g. "approved at recommended limit due to limited trade history")
• Reference to any supporting documents reviewed

Once submitted, the application will either be completed (if this is the final approval level) or moved to the next approval level for further review.

APPROVE APPLICATION DIALOGUE

⚠ Important: Approval is permanent and irreversible. Ensure you have reviewed all documentation and are satisfied with the application before clicking Approve. If you have concerns, use Decline or contact your credit manager.

Need more help?

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www.tradeshield.ai