The intended audience for this article is Agents.
Sending the entire form allows the insured to see every question on the form. To Assign & Share an entire form, add the form to your customer's risk profile.
Assign & Share from the Forms Page
If the form has already been added, select Forms within the risk profile navigation and click the Actions button on the far right of the form you wish to share. From the dropdown, select Send Form.
Assign & Share from the Response Page
After adding a form to a risk profile from Tools > Forms Library or by clicking on the Add Form + button from the Forms page, select Share With Someone from the confirmation prompt.
If you've opted to fill out the form prior to sharing, Select Send or Sign > Send Form action on the left blue panel to share at any time.
Assigning the Form
After choosing to share the form from either of the three methods above, you'll see a screen where you can decide who you would like to share these questions with. When you are ready to send to the customer, select the Invite New Customer + button, in the middle of the screen.
On the next page, confirm you are ready to add the customer by selecting Invite New Customer + button again.
When inviting a new customer, fill out their First name, Last Name, and Email. Two optional fields allow you to include a job title and/or a message that your customer will see in the body of the email invite. When you are ready to move to the last step, select the Set Permissions button in the lower right hand corner.
Wunderite gives you the option of setting access permissions for your customers. By default, we select the permissions necessary for your customer to view and complete a form. If that's all they need to do, notify your customer by clicking Invite Customer.
If you'd like to give your customer the ability to download the form PDF upon completion, select the Export box in the Forms row.
To give the customer additional access to areas like the Risk Profile (and related data) and Policies, select the related View, Create, Edit and Delete options for each section.
When you are ready to email the customer, select Invite Customer in the lower right hand side.
Congrats! You've just invited your first customer to Wunderite. If you have any questions on these steps, please contact your Wunderite Customer Success Manager.