Using the finova Client Portal for Acknowledgements
Introduction:
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.
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?