Wunderite

<i>The intended audience for this article is Agents.</i>

Select any of the results (eg "Upload Documents") by clicking "Select". You can change the name later.

 Search the name of the Customer you are working with, or, create a new customer

1. Click "Send or fill out a Form"
2. Search "Upload"
3. Select any of the results (eg "Upload Documents") by clicking "Select". You can change the name later.
4.  Search the name of the Customer you are working with, or, create a new customer
5. Click "Send or Fill out Form"

To change the name of the Upload Request: 

Navigate to your customer's Risk Profile &gt; Forms

Click the three dots on the "Upload" form you want to rename

Rename to some thing more appropriate, for example "upload your Condo Association documents"

- Navigate to your customer's Risk Profile &gt; Forms
- Click the three dots on the "Upload" form you want to rename
- Click "rename"
- Rename to some thing more appropriate, for example "upload your Condo Association documents"

Condo Owner / Home Owner Association Documents "Condo Docs"

- Loss Runs
- Financials
- Vehicle Registrations
- Copies of Last Year's insurance policies
- Declaration Pages (dec pages)
- Condo Owner / Home Owner Association Documents "Condo Docs"
- Resume (eg for bonding)

Request loss runs, financials, declaration pages, last year's insurance policies, and more from your customers in seconds

Upload or request documents

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Track the progress of all tickets related to your company.

Tickets portal.

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Steps

To change the name of the Upload Request:

Documents that agents frequently request