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.

Learn More

Learn more about the QualiFile risk-assessment tool.