Using the finova Client Portal for Acknowledgements

The system provides the ability to have key documents, acknowledged as being received/read by your applicant(s).

The document will be stored against the applicant(s) product, with a copy on the Burrow portal.

Location:

Home / System Settings / Document Templates

IMPORTANT

Your user profile must be in a ‘User Group’ with the edit letter permissions enabled.

Choose an existing template or create a new template.

Chooe the ‘Acknowledgement’ option

The following will advise on each dropdown:

Acknowledgement request type: Should the system always request an Acknowledgement or be optional at the point of production

Notify of document signature: Who should the system send notification to?