To Share a Document Request and Send documents


Clicking on the “i” icon on the Document Request helps the collector to share applications with colleagues and also send documents to colleagues.

 

1. Go to any Application. Click on “+” icon next to the share option on the right side menu

 

 

 

The collector can select from an available list of colleagues  to share the application request.




 

2. To send documents out,Click on “+” icon next to the Send documents option on the right side menu

 


Should the collector need to send documents he can do so by clicking on the ‘send documents’ tab. He can either choose from a list of available documents or click on ‘add new’ to add a new document to be sent to customers.

 

 


For any other specific queries you can always get help of our support executive from Live-chat option available in the portal or by sending a mail to support@ezidox.com