Follow this guide to send a fact find template to a client. The flow is highly intuitive. After a few iterations, you'll know the process inside and out.
Contents
Prerequisites
Video walkthrough
Opening the FinanceVault portal
Ensure you have the latest (and greatest!) Fact find template
Add the Template to Your Request
Sending Your request
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Prerequisites
Know how to create a lead or deal card.
You need to first create a lead or deal card to send the request through.
Video walkthrough
Opening the FinanceVault portal
1. Open the lead or deal you would like to send the Fact Find on
2. Click on FinanceVault to open the document request portal.
Ensure you have the latest (and greatest!) Fact find template
(You only have to do this once, then you're set!)
- You get a Fact Find Document Category template out of the box. Search Fact Find in your list of document request templates
- While it's still sitting in the left hand template section, click on the name of the template. The template editor displays.
3. Ensure Fact Find Beta is selected in the Request Type field.
4. Click Save Changes
Add the Template to Your Request
1. You can either drop and drag the Fact Find template from the templates list to the Document Request pane, or click the Add to Request icon
Sending Your Request
At this point, you can add other templates to the Document Request pane, or not. Once you are happy with your list, click the Review Request button. A side panel displays. Click the Publish & Send to Client button.
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Pre-Fill the Online Fact Find
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