Documentation | User Guide

Documentation | User Guide

Approve a CDD certificate

This part of the guide explains how to approve a CDD certificate.

The approval of a CDD certificate is only possible when its status is Pending Approval. Once the approval has been confirmed, its status changes to Circulating.

Step 1 - Go to the page CDD Certificates

  1. Go to the Refund module;
  2. Choose the Functionalities section;
  3. Click the CDD Certificates option. This action opens the CDD Certificates page (513:7001);

Step 2 - Approve a CDD certificate

  1. Go to the Certificate Status column;
  2. Choose the Pending Approval option. This action displays all certificates with this status;
  3. Find the CCD certificate to approve;
  4. Click the edit icon of the CDD certificate subject of the request. This action opens the pop-up window CDD Certificate;
  5. Click the Approve button. This action confirms the approval of the CDD certificate, changes the status to Circulating and updates the CDD Certificates page (513:7001).