The intended audience for this article is Agents.
To assign a specific set of questions, first select the questions that you want to assign.
To select an individual question, hover over the question and select the checkbox on the upper right hand side. When it is selected, you'll notice the blue check mark appears.
When you are ready to assign the selected questions, first select "Send or Sign" and then select "Assign Selected Questions"
Note: you'll have the option to notify the collaborator now or later.
A modal will open displaying all existing collaborators (customer insureds and agent team members). You can either send to existing collaborators or select Add New Collaborator + to add a new customer insured.
Select whether you want to invite a customer insured or an agent team member. In most cases you probably want to select Customer.
Note: only agent admins will have the ability to invite new team members. If you're an agent member, you'll go directly to the customer setup.
After selecting customer collaborator, enter your customer collaborator information, then Add Customer. First Name, Last Name, and Email are required.
Note: your customer collaborator won't be notified until you're ready to notify them.
After you added your new collaborator, you'll be sent back to the user select screen. Your new collaborator will already be selected. Select Next to continue.
On the next screen, you can choose whether you want to notify your collaborator of the assigned questions right now and also include recurring reminders.
Alternatively, if you want to build a task list that consists of multiple forms, questions, and signatures, you can deselect the Notify collaborator option. If the Notify option is deselected, the questions will be assigned, but your customer won't be notified.
Note: if you need to copy a link to send to your customer in an email, you can do that from the Forms page or the Collaborators page.
After you assign the questions to your collaborator, their avatar will display in the Forms Response sidebar. If you opted to notify your collaborator, a ✉️ icon will display next to their avatar.
Congrats! You have just invited and shared questions to your first customer in Wunderite. If you have any questions on these steps, please contact your Wunderite Customer Success Manager.