To Share a Document Request and Send documents
To Share the Document Request
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.
To Send Documents Out
2. To send documents out,Click on “+” icon next to the Send Attachments option on the right side menu
Should the collector need to send documents he can do so by clicking on the ‘send Attachments’ 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 firstname.lastname@example.org