Set QualiFile Risk-Assessment Scan to Run Automatically

These steps explain how to set the QualiFile risk-assessment scan to run automatically during new membership workflow.

1. Launch Tool #1004 Workflow Controls: Open Mbrships/Accts.

2. Enter your corporate ID in the Workflow Controls for Opening Memberships pop-up.

3. Enter your branch number.

4. Click the forward arrow.

5. Check the Risk assessment box in the Defaults for Workflow section.

6. Click Save.