November 5, 2020 Update

Features/Enhancements:

1. Credit & Sales users who request Signable Documents can now proactively include them in the Credit Application Workflow for customers to submit.

To include Signable Documents in the Credit Application Workflow:

• Navigate to Account Settings > Click Credit Policy > Select Document Mgt. > Set Document Type As “SIGNABLE”  > Set Make Visible To Customer As “YES” > Set Add Document In App Flow As “YES” > Start And Complete A Credit Application

2. Credit & Sales users who request Signable Documents, but choose not to include them in the Credit Application Workflow, can select and send individual documents via the Email App Link.

Credit & Sales users who request Signable Documents but don’t wish to include them in the Workflow can send documents a la carte via the Email App Link.

Verify the configuration to send the Signable Document request with the Email App Link :

• Navigate to Account Settings > Click Organization > Select Business Group > Advanced Config > Set “Enable Signable Docs for App Link” as “YES”

• Navigate to Account Settings > Click Credit Policy > Select Document Mgt. > Set Document Type As “SIGNABLE”  > Set Make Visible To Customer As “YES” > Set Add Document In App Flow As “NO”

To send the Signable Document request with the Email App Link :

• Navigate to Email App Link > Click New Customer > Select Business Group (if applicable) > Click Email Link > Fill Out Pertinent Info > Select One Or More Signable Documents > Click Send Link

3. Credit users who utilize an integration can now have credit application submission data from paper credit apps & paper job sheets sent directly to their ERP system.

Step-1: Ensure you have IDP Active.

• Access Account Settings > Select Enterprise Package > Subscribe to Integration Service: IDP – Credit or IDP – Job Info Account

For IDP – Credit

• Access Account Settings > Select Enterprise Package > Click IDP - Credit > Edit > Check The Following Options For Transmission: “At Submit” > Update

For IDP – Job Info Account

• Access Account Settings > Select Enterprise Package > Click Job Info Account > Edit > Check The Following Options For Transmission: “At Submit” > Update

Step-2: Submit A Paper Application And Paper Job Sheet

Paper Application

• Access Platform > Click Log Request > Click Paper App > Click Start Button > Enter All Pertinent Information > Review And Submit > Submit Paper App

Paper Job Sheet

• Access Platform > Click Log Request > Click Paper Job Sheet > Click Start Button > Enter All Pertinent Information > Review And Submit > Submit Paper Job Sheet

UI Verification of ERP Transmission of Paper App and Paper Job Sheet