3.7.1. Applicant Documents

To enter an Applicant Document that has been received, please see the Required Document topic. You can view a list of documents in the Applicant Documents Received embedded list or the Forms, Documents & Evaluations related list.

 

 

The following information must be turned on by your System Administrator:

 

If a document has not been received for 3 months, the system will either send the email template, 03C - No Required Documents 3 Months, or create the task Incomplete Application Package for Client Name based on the value set in Preferred Communication Type.

 

If a document has not been received for 6 months, the system will either send the email template,03D - No Required Documents 6 Months, or create the task System Decline for Client Name based on the value set in Preferred Communication Type. One week before the notification, the Process Manager will receive a task notifying them that they System is going to Decline the client. Once the notification has been sent, the Status will be changed to "Declined (System)".