Versions Compared

Old Version 4

changes.mady.by.user Roly Birkwood

Saved on

compared with

New Version Current

changes.mady.by.user Stephen Tinnion

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Works:

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.