The intended audience for this article is Agents and Insureds.
When an agent sends multiple forms to a collaborator on Wunderite, collaborators will receive a single email directing them to fill out the forms. The email will include a list of all assigned forms, with links to the associated forms.
Selecting the Fill Out Forms on Wunderite button takes the collaborator to the forms page. End customer collaborators (i.e. insureds)...
Will see all forms assigned to them that they need to complete.
Can select the Show Completed Forms button to show any forms assigned to them that have already been completed. If there are no completed forms assigned to the end customer, the button will be hidden.
Can't view forms that aren't assigned to them.
After an end customer selects the I'm Done button on a form, signaling that they finished filling out the form, they will be prompted to continue filling out remaining forms assigned to them.
For any other questions, contact your Wunderite Customer Success Manager.