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All CollectionsGetting StartedStep 5 - Submissions
Create a Submission
Create a Submission
Katie Channer avatar
Written by Katie Channer
Updated over a week ago

Create a Submission

The intended audience for this article is Agents.

  1. Navigate to the Submissions page by selecting the Submissions tab while viewing a risk profile.
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  2. Add Forms to a blank submission by selecting from either existing forms or new forms from the Forms Library.

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  3. Enter Submission Details

    1. Submission Name: Title of your submission.

    2. Target Effective Date: Intended policy start date.

    3. Due Date: Deadline for submission completion. By default Wunderite prefills with 90 days prior to the Target Effective Date.
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  4. Search for and add the necessary forms to your submission.
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  5. Select Next to save your submission. A summary of form collaborators and progress will be displayed on your new submission.
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