Adding/Removing Team Labels

The default teams listed for the Detailed Review stage are:

• KYC/AML

• Legal

• Tax

You can add or remove labels to meet your needs.

Adding Team Labels

1. In the Approval Process screen, click Manage Workflow.

1. Click Add a new row.

1. Enter the name of the team you want to add.

2. Click Confirm.

Removing Team Labels

1. In the Approval Process screen, click Manage Workflow.

1. Click the x next to the team you want to remove.

2. Click Confirm.