Wunderite

Include an optional message when sharing forms and questions with customers

Where do customer messages display?

Getting too many notification emails? Here is how to change notification settings

Turn Email Notifications On or Off

Learn how to change the view of your Risk Profiles in Wunderite.

Filtering Risk Profiles (All Profiles vs. My Profiles)

How does Wunderite work on mobile devices like Apple iPad, Microsoft Surface, etc

Using Wunderite on Tablets and Smart Phones

How do I Export and Download my Data from Wunderite. What does the data download look like?

Export and Download your Data

Organize agency members and risk profiles into groups

Segments

Learn how Wunderite's email messages appear to your customers.

What Do Wunderite's Emails Look Like?

Walkthrough of inviting one customer email address to collaborate on multiple Risk Profiles

Invite a customer to collaborate on multiple Risk Profiles

Send multiple forms at one time

Where does my data come from? How to get the most out of autofill

Autofill more fields - sources & coverage

Agents and customers can mark themselves Done to indicate they’ve finished their portion of a form before it’s marked complete

Assign forms to multiple collaborators and track progress with Done status

Upload Excel and Word files to Signature Manager

Learn how to create Form Templates and use them to automate your workflow

Use Form Templates to automate your workflow

How We Keep Your Data Secure

How to Edit a form you have previously marked Complete

Update answers on a form that was already marked done

Edit answers on a completed form as an end customer/insured

Create a customer test account to preview the customer (insured) experience

Preview Wunderite as a customer using a test account

File path errors when unzipping files on Windows

How do I view what my customer (insured) sees?

Use filters to quickly drill into work by collaborator, segment, status, and date

Filter agent dashboard by progress, agent, segment, or date range

The fastest way to get unblocked in Wunderite

Get instant answers with Wunderguide

Peter MacDonald

Philip MacDonald

Wunderite Support Team

Tips and tricks to maximize your efficiency

Best Practices

Emails going to SPAM? Follow these steps to whitelist Wunderite emails so they don't go to spam. (Train your best customers to do this too!)

Whitelist emails so they don't go to SPAM

Ensure You Receive Critical Emails from Wunderite by adding Wunderite to Email and Security Gateway Allowlists

Add Wunderite Emails to Allowlists

Implementation

Get started quickly and avoid duplicate entry by exporting your customer list to import to Wunderite

Export Customer List from AMS360

Export vehicle, driver, location, and equipment schedules from AMS360

Export Schedules from AMS360

Import policy schedule spreadsheets exported from AMS360

Import AMS360 Policy Spreadsheet Schedules to Wunderite

Export from my AMS

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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