When the form is sent to the loan officer, a task is displayed
as an item in the To Do list. The loan officer approves or denies
the loan request.
Log in as the loan officer and approve the loan
Log
in to Workspace as John Jacobs. (See Logging in to Workspace.) The Welcome screen appears.
On the Welcome screen, verify that a number appears in To
Do, and then click To Do.
Click the Review and approve loan form process card.
The Form tab displays the form to approve. Notice that Approve and
Deny buttons are displayed in this illustration: