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
- Go to the Refund module;
- Choose the Functionalities section;
- Click the CDD Certificates option. This action opens the CDD Certificates page (513:7001);
Step 2 - Approve a CDD certificate
- Go to the Certificate Status column;
- Choose the Pending Approval option. This action displays all certificates with this status;
- Find the CCD certificate to approve;
- Click the edit icon of the CDD certificate subject of the request. This action opens the pop-up window CDD Certificate;
- 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).