You will notice that the Assessment Statement(s) is now displaying an ‘Incomplete’ status. It will remain in this state until you have completed the request workflow defined below.
- On the sidebar, click the ‘External Inheritance Request’ icon, to be redirected to the External Inheritance Request page.
- Click on the ‘Created’ tab and select the Assessment Statement(s) you have requested. You may also click the “Select All” option to have each Created Request be selected collectively.
- Click the ‘Submit to Vendor’ button.
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