Submissions in Wunderite allow you to organize all your form data into a comprehensive submission package for your customers and underwriters. This feature helps streamline document management and enhances collaboration.
With Submissions, you can:
Create and customize submissions for each risk profile, including name, due date, and effective date.
Organize forms by adding them to a new or existing submission.
Associate forms with one or multiple submissions.
Track and manage the status of your submissions.
Wunderite will continue enhancing Submissions, including support for digital signatures and risk data (SOVs) later this year.
Submissions can help keep your work organized in Wunderite, but they’re not required. You can continue using Wunderite as usual, especially if you just need to complete and send a form or two.
To get started, check out our Create a Submission article.