Supporting Documents (Ticklist) - Customers Upload Documents to The Portal
Introduction
The Support Documents panel found on a case is an area to request and organise key supporting documents relevant to the product you’re working on for a customer.
This is the panel where you control which documents you’re requesting your customer to upload on the portal.
How to Send a Document Request to the Customer Portal
Go to the ‘Supporting Documents’ panel
Set ‘Status’ to ‘Requested’
Press ‘Save’
Status
These can be renamed or added to under: System Settings >> Supporting Document Statuses
Each time you change ‘Status’, press ‘Save’.
Blank Status - this item is not required
‘Requested' - will be sent to Finova Client Portal after pressing ‘Save’
‘Received Not Checked’ - once a document has been received from the portal.
‘Received, Checked - Unsatisfactory’ - select this status, and press ‘Save’, to send the request back to the portal.
‘Received, Checked - Satisfactory’ - to mark this item as ‘Satisfied, it will move to the 'Satisfied’ column
Item Icons
(On Portal) This item exists on the Finova Client Portal but has not yet been supplied
(Not on Portal) This item does not exist on the Finova Client Portal.
This item has been received from the Finova Client Portal and is satisfactory.
Click here to view the files you have received.
Review a Document
Once a customer has uploaded a document to the portal, you will receive a notification on the home page of the CRM, which looks like this.
Click here to review the files you have received
Upload a Document
You can receive your files via the portal, or you can upload them directly here.
Configure Supporting Documents
You can configure when supporting documents are applicable:
Applicable by Product type
Automatically Request to portal Supporting Document
Applicable by Stage
System Settings >> Products >> Supporting Document Categories >> Edit >> At Stage(s)
System Settings >> Supporting Document Categories
Add New Supporting Document Category
You can create new supporting document categories, don’t forget to map the categories you create to the portal in the next step.
To create a new supporting document category, follow the steps shown in this video.