The Document uploaded and Documents uploaded notifications are sent to agency and market users when documents are uploaded to a quote request or policy.
If multiple documents are uploaded within 15 minutes, users will get the Documents uploaded notification grouping them all. Otherwise, the Document uploaded notification will be sent.
These emails inform the recipient of the event and contain the uploaded file or files. These notifications are determined by the Document uploaded notifications setting on the User Profile page. The Document Uploaded activities are logged in the Activity log.
These notifications are sent to:
- agency and market users who are assigned to this quote request or Policy;
- users who are not assigned to this quote request or Policy but have Receive emails unassigned to any user of my company selected on their User Profile page.
The Document uploaded notifications aren't sent:
- to company users who've uploaded documents to a quote request or Policy
- if neither Underwriter nor CSR is assigned to the quote request or Policy
- if documents are uploaded on the Insured documents page
- to users of a market's selected agency if this market has turned off sending notifications for submitters
- if the status is "Cancelled", "Declined by market", "Declined by Insured", "Declined by Producer"
- if the Policy status is "Cancelled"
- if a quote request or Policy was deleted
- if a document was uploaded before a quote request or an agency has been assigned
- if users are inactive or the company is disabled.
Document uploaded
Documents uploaded
