In Workspace, you will fill a form to start the preliminary
loan approval service by clicking a process card. The process card
is accessible from the Loan category you were assigned while creating
the process in Workbench.
Fill a form as Sarah Rose
Log in to Workspace as Sarah
Rose. (See Logging in to Workspace.) The Welcome screen appears.
On the Welcome screen, click Start Process.
On the Start Process tab, click Loans. The
Apply For Preliminary Loan is displayed as a process card as shown
in the following illustration. The process card contains the image
you specified in Workbench when you created the process.
Click the Apply for preliminary loan process card.
The Task Details and Form tabs appear and the Form tab is selected.
On the Form tab, the form is opened using Adobe Reader.
Fill the form by completing these tasks:
In
the Name box, type Sarah Rose.
In the Loan Amount box, type 100000.
In the Phone Or Email box, type (123)123-1234.
After
you fill the PDF form, your completed form looks like this illustration.
Note: The Submit
button is no longer in the form. The Submit button on the form is
hidden so that the user submits forms by using buttons provided
by Workspace.
Click Logout. A Please Confirm dialog box appears
with the prompt: Are You Sure You Want To Logout?
