Tasks
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?