<< Click to Display Table of Contents >> Navigation: Using The System > Basic Features > Deal Processing > Processing a New Deal > Marking Sections Complete |
Sections that have not been completed will have a yellow yield icon in the appropriate tab:
When the Financial Calculations tab section (or any other section) is complete, Click the 'Mark Section Complete' button on the far left side.
A green check mark will appear on the folder tab at the top of the window:
The system will automatically move to the next tab on the screen under the Process Deal tab.
You can quickly browse the tabs across the top to see what sections still need to be completed.
Note: A tab section cannot be edited until the completion status has been removed. To remove a completed status from a tab, click the Remove Completion button in the left hand column.