How to Request Docs in Consumer Connect

How to Request Docs in Consumer Connect

This article will describe how to request docs from a user who has not yet created an account.

From the account in question Select eFolder


Select Request


Select the New Document Icon


Select you Docs

Note: you can select any of the Docs 1-7, but 2 & 2a are mandatory.


After the request page populates Select Send


Send Request

1.      Set the users Authorization Code here.

2.      Select the correct document for your request.

3.      Notify any Additional users.

4.      Ensure that eSign is selected from this drop-down.


Notifying Additional Users

·         Select the magnifying glass


Notifying Additional Users

·         Enter the contacts information and press Enter.


Notifying Additional Users

1.      Select the notification date

2.      Select Add

3.      The additional contact is added to the notified users list.

4.      Select Save to move forward.


Notifying Additional Users


Send Request

·         Select Send



Ensure that you receive this confirmation.


Confirmation

·         You can verify that the docs have been requested by viewing here.



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