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Delay Timer for Conditions and Milestones
Delay Timer for Conditions and Milestones

This guide is intended to help you use the Delay Timer feature for your Conditions and Milestones.

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

***UPDATED VIDEO COMING SOON***

Step One: In the lower left corner of the screen, click the gear icon.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

***Company Settings***

***Personal Settings***

Step Three: Under System Config click on your Conditions Library to change the timer for conditions.

*For Conditions*

In order to set up the delay timer for Milestones, click on Loan Templates under System Defaults.

*For Milestones*

Step Four: To change the timer for Conditions, look under Condition Notification Delay (minutes) change the number of minutes you would like to set up for the delay timer, click Save.

*For Conditions*

ConditionsDelay

To change the delay timer for Milestones, click on the box below Milestone Notification Delay (Minutes), and enter the number of minutes you would like to set your delay timer for, click Save.

*For Milestones*

MilestoneDelay

After following all of these steps, a timer will be set up before your conditions or milestones officially send.

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