Requesting documents from a customer.

 

When you need to request documents from a customer, you are easily able to do this, in one click. Follow this guide, which shows what happens, once you have selected the documents needed checkbox.

Get started, by being on the overview page of a case.

In the case status box, click the box next to documents needed.

In the popup window, first choose whether to send an email to your customer.

Now choose whether to suspend your workflow.

Once you have defined what FinView should do, click submit.

FinView will now do its magic.

Now lets check what FinView has done. Navigate to the case status box, the documents needed should show as being selected. Also, the main workflow is now suspended.

A new task has been created. This is the usual process when FinView suspends a workflow.

Let's check to see if FinView has sent an email, to the customer. Click the conversations option, in the menu bar.

Navigate to the Customer, in the conversations panel.

Open the email to the customer.

The email is now presented.

That wraps up this tutorial. This is a new feature within FinView which automates a number of steps for users.