Tasks
By Anna1 author6 articles
- Can I manually assign a task to a specific team member?
- When a task is needed to be completed by the borrower/intermediary, is a notification automatically sent out?
- Can we enforce that all tasks must be completed before the application moves to the next step in the workflow?
- Can I create a task to review a document received via API or email?
- How can I configure the platform so that it automatically assigns tasks to different groups of users?
- Customer needs to receive a notification if they need to complete a task. Is this feature available on your platform?