How do I transferring Applications to Another Branch?

Transferring Applications to Another Branch
Transferring Applications to Another Branch If you are using the GAM with branch security, you can retrieve and process applications that originated from Forms that are mapped to your branch.

If you want to re-direct a Pending application to another branch, perhaps the proposal serves an area covered by another branch, you can transfer it.

To transfer applications to another branch:

1. Highlight the applications that you want to transfer. From the main menu, choose Tools > Transfer Branch .
2. Select the branch to which you want to transfer the applications and click OK . You are notified that the application was successfully transferred.

**Note: If you are transferring a batch of applications, all applications in the batch are transferred to the branch you specify. If you want to transfer applications to several different branches, transfer them individually.



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