Enter Request Info

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Description:

This page describes how to enter information in the Request Info tab of the Service Request.

Details:

Enter Request Information (1)
- Red-outlined fields are required
Click Add Internal Contact to associate another Collateral360 user with the Service Request (2)
Enter Internal Contact information (3)
Click Add External Contact to associate an individual without a Collateral360 user account with the SRF (4)
Enter the External Contact information (5)
Click Move to Transaction Info Tab (6)

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