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Step 5: File Sync Setup
Step 5: File Sync Setup
Jacob Parker avatar
Written by Jacob Parker
Updated over a month ago

< Back to Step 4 Continue to Step 5.1 >


​The intended audience for this article is Agents.

The purpose of this step in the integration onboarding process is to determine how you'd like forms and signatures completed in Wunderite synced to Vertafore.

You have three options:

  1. Activity - automatically create an Activity on the AMS360 customer with the completed form and/or signature packet PDFs attached.

    1. Choosing this option will require the setup of a custom activity name in AMS360.
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  2. ImageRight - send completed forms and signature packets as a PDF email attachment to your email handler for ImageRight.

    1. Choosing this option requires Vertafore's ImageRight product to be set up and active for your agency. You will need to determine your email receiver address(es) and subject line format. Our ImageRight Setup Guide explains in more detail.
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  3. Do Not Sync Files - this option will turn off any file syncing from Wunderite to Vertafore.

Continue to Step 5.1 - Custom Activity Name
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