Agent Notification on rejected forms

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Carrie Greene

Requester

When reviewing a document in a file & the form is rejected - we are asked to add a reason.

Is there a way to have the system send an auto-notification to the agent that the form is rejected & display the reason for the form as being rejected?

It saves a little time in the process to sending a separate email from the system.

Thank you for your consideration

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2 Comments

SkySlope Support posted about 1 month ago Admin

Created By Carrie Greene

Requester

Yes, I am using the update agent. I just though It would be nice for the agent to receive notification & save a little time in the process to making the note with the document & then sending an email as well from the system.

Thanks.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Carrie!

Thanks for leaving us this feedback. When you reject a document, and leave a comment as to why the comment will display for the agent to see when they go to the checklist. As far as notifications, the best way to notified your agent of any changes made to the checklist is to click the Update Agent button which will provide them a overview of whats left in the checklist to complete. Are you utilizing this feature? And if not, are you sending a separate email in a different system ? I look forward to hearing back from you to further understand your pain-points with this feature.

Thanks,

- Jessey, SkySlope PM

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