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Joseph Nyachae

Joseph Nyachae

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  1. From the Top Navigator, click COI and then click Disclosures.

    The Disclosure workspace appears.

  2. Click the Pre-Approval Requests tab, select the drop-down menu in the Execute Activity column of the pre-approval request you wish to copy.

    Screenshot of the 'Pre-Approval Requests' tab A dropdown menu is activated for a request, providing the option to 'Copy Request' Image Modified

  3. Type a name for the new pre-approval request in the New request name box.

  4. Click OK.
    You are taken back to the disclosure profile workspace.

  5. The new pre-approval request workspace appears on the pre-approval requests tab. Click the new pre-approval request to open it.

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