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Updating the Sent Checklist Borrower interface settings with instructions and a more-prominent Submit button

You may have noticed that clients using Cirrus upload files to checklists, but you do not get a notification. This could be because they are not clicking "Submit"

In an effort to make sure you don't get too many notifications, when a borrower uploads files to a Checklist that you sent them, you will not receive an in-app notification or email until they click the Submit button. This is assuming you have enabled the notification setting to let you know when files have been uploaded to a checklist. 

Below, please watch a short video with instructions on how to customize your borrower's view so that they don't forget to click submit!

 

Here are the instructions in writing:

  1. Go to Administration > System Setup > Settings > and click the Borrower Interface tab
  2. Scroll to the bottom of this screen and add your instructional text to the "Sent Checklist Message" field
    1. You can format text, add bulleted instructions, bold, change font size, etc using the options at the top of the field. 
    2. Tip: Put a one-line return after your text so that the submit button is not right next to the text.
  3. To move the Submit button placement from the top ribbon to the main body of the page, change "Sent Checklist Submit Button Placement" to Body from Header (defualt)
  4. Don't forget to Save at the top!
  5. Go review changes in the Client View of a Sent Checklist. 

 

If you make these changes, but do not see the changes on the Sent Checklist/Package view, then please contact us.