Use this feature to add more requests to an existing FinanceVault request without triggering an email to the client/s. Here's a scenario. A broker creates a document request and then clicks the Review Request button, then Publish and Send to Client. BrokerEngine sends the client/s an email notification. The broker finds an error and needs to include another request but does not want to send another email notification.
Contents
Prerequisites
Video walkthrough
Adding documents
Publishing new documents
Limitation
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Prerequisites
Know how to publish and send a document request.
Video walkthrough
Adding documents
Within the FinanceVault portal, open the DOCUMENT REQUEST page. The page shows the PENDING requests.
Go to the TEMPLATES pane. Locate the file that you need to add to the current document request. Click the Add to Request icon. BrokerEngine adds the document to the request page. The status of the new document is Draft. Repeat the steps to add more documents.
Optionally, you could create a 'one time' request instead of adding a template. Click the ADD NEW DOC button to create a document and request. This will not be saved as template to use again in the future as it's been created against this clients request only.
Publishing new documents
Click the Review Request button at the bottom of the page. A side panel displays.
Do not click the PUBLISH & SEND TO CLIENT button. Instead, go to the draft document and click the Publish icon. BrokerEngine makes the document accessible to your client but does not send an email notification.
Click the X icon to close the side panel.
On the Document Request page, BrokerEngine changes the status of the new document to Pending.
Limitation
This FinanceVault feature can save brokers time and reduce the number of outgoing notifications, but there is a limitation. The broker must add the new documents to the DOCUMENT REQUEST pane before the client completes the tasks in the initial request.
Here is an example. A broker created a document request several days ago (see below screenshot). The request had one template (2 Payslips). The client completed the document review and uploaded two attachments three days ago. From the client's perspective, all outstanding tasks are complete. If the broker publishes a new document without an email notification (e.g. Fact Find & Liiving Expenses), the client may not have a reason to open the portal page, in which case, they might not be aware of the modified document request.
In this scenario, follow the usual process of Review Request and Publish and Send to Client. This way the client will receive an email notification to let them know there are new requirements in their FinanceVault portal.
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