Various screens have a transaction workflow in addition to the main header.
This menu appears only when working with a new or existing loan or transaction. It serves
as a visual sequential order of working with a transaction as well as allows you to navigate
to an individual page within a transaction by clicking on the individual items.
Note:
- Lending contains an auto-save
feature that automatically saves your data when you move between pages of the Transactin
Workflow.
- If you attempt to close the transaction without recent changes being saved, a warning
message is displayed, prompting you to save your changes.
