Complete the Transaction Tab - Two-tab
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    Complete the Transaction Tab - Two-tab

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    Article summary

    Description:

    This page describes how to complete the Transaction Information tab of the Service Request.

    Details:

    1. Enter required information in red-outlined fields of Transaction Information section.

    2. In the Documentation section, drag and drop files, OR

    3. Click Browse to navigate to your computer and select files to upload.

    4. Enter required information in the red-outlined fields of the Relationship Manager section.

    5. Click Move to Collateral.


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