ezidox Collector FAQs

How can I remove the TFN from the documents?
Automated Removal of TFN from the documents: The ezidox smart system can automatically redact the TFN from your customer’s documents so you don’t have ...
Wed, 20 Jun, 2018 at 3:09 PM
How do I lodge my clients’ documents?
Easily! Once you have collected all the documents specified in each group of documents you just mark that group as complete. This will adjust the P...
Fri, 25 Nov, 2016 at 11:47 AM
Who enables users that can upload and view documents?
You have full control.  You can specify the borrowers, co-borrowers, guarantors and advisers of your customer who can then upload and view docum...
Fri, 25 Nov, 2016 at 11:48 AM
If I decide to not use ezidox anymore, what happens to my customer’s documents?
If you choose to close your account we will, firstly, be very sorry to see you go.  Please tell us why at support@ezidox.com so we can try an...
Fri, 25 Nov, 2016 at 11:49 AM
How to add and send documents to my customers?
Adding a new document: Click on the user name top-right corner of the ezidox Collector portal, you will get a drop-down in that click “Settings”, it wil...
Fri, 23 Nov, 2018 at 11:33 AM
Can we add more than one sender to a Document Request?
Absolutely!  Start a new Document Request Under the question 'Do you need to collect documents from anyone else?' choose Yes  ...
Fri, 25 Nov, 2016 at 12:02 PM
Can additional documents be added to a lodged Document Request?
Please follow these steps to add additional documents to the Document Request  1. Go to the Dashboard, and find your Document Request in the &qu...
Fri, 25 Nov, 2016 at 12:05 PM
If I uncheck the senders authority to upload, will that remove them from all forms of communication?
During Document Request creation you will have to select "No" within “Do you want to notify the Primary Sender of this request?” (in mobile, tha...
Fri, 28 Jul, 2017 at 9:34 PM
Is there a way to stop sending email notification to customers. Can we turn that off?
There are 2 options to stop sending notifications: For Senders:  There is an option available within "My Profile" where Senders can ...
Fri, 25 Nov, 2016 at 12:09 PM
I don't seem to have Lender Templates as shown on the tutorial?
In the document set section you can find a "Starter Template (demo)" template, that you can clone and use as a base to create your own templates...
Fri, 28 Jul, 2017 at 9:38 PM