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Introduction

The system finova CRM provides functionality whereby a notification will be displayed to the system users when an applicant user when a client uploads a document within their Burrow portal.finova Client Portal

Location

You can get to this switch via

Home / System settings / Global Settings

and then go to the 'The option is held within the Portal Settings ' panel.

How The Setting Work:

There are 2 options:

Notification for EACH document upload

With this setting switched off the user will get a notification for each file upload. The notification after all files are uploaded isn't currently supported by our Burrow Portal integration.

Notification once ALL documents are uploaded

With this setting switched on the user will get a notification for each file upload. The notification after all files are uploaded isn't currently supported by our Burrow Portal integration.