Alerts Pane Headers Alerts Pane... 3 Workflow Status Workflow Key... 4 Activity Filter Document Search... 5

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1 DocFast DocFast TECHNOTE Agent Cheat Sheet This technote can be considered a cheat sheet for providing a better understanding of the meaning and navigation behind the DocFast Distributor Environment. Contents Alerts Pane Headers... 3 Alerts Pane... 3 Workflow Status... 4 Workflow Key... 4 Activity Filter... 4 Document Search... 5 Review Document... 5 Document Summary Screen... 6 Document... 6 Alerts and Messages... 6 Summary... 6 Status... 6 Signer Status... 7 Activity History... 7 Actions... 7 View My Dashboard... 7 Actions Menu... 7 e-sign and e-deliver to Consumer... 8 Change Request Decline Offer Request Extension... 11

2 Print and Hand Deliver Face to Face P a g e

3 Alerts Pane Headers Status Details the current status of the Document Package Delivery Expiration Date Details the date in which the Document Package is scheduled to expire Carrier Details the Document Vendor Case Manager Details the assigned Case Manager behind the Document Package Consumer Details the Consumer given behind the Document Package Identification Number Details the Document ID Number/ Policy Number Documents Access to view the Document Package Actions Details the actions that CAN BE taken against the Document Package Alerts Pane The Alerts Pane details those Documents requiring immediate attention from the Distributor, the Delivery Expiration Date, Document Type, Document Vendor, assigned Case Manager, assigned Agent, Document ID number and potentials courses of Action against the Document Package. Hovering over the Alerts icon will detail the Action that needs to be taken to move the document package forward to the next party. 3 P a g e

4 Workflow Status The workflow status details the current status of the Document Package and which party is currently in line to action against the Document Package. Workflow Key For a detailed key of what workflow avatars mean click the info icon next to the Status heading. Activity Filter The Activity filter allows the User to filter by number of days, which document packages will be displayed behind the Alerts pane. The User can filter the Alerts pane by last 90, 60, 30, 7 days, or by the current day. They can also select All which will display any documents within or outside of the 90 day range. 4 P a g e

5 Document Search Search by Identification Number or Consumer Name X Search for pending or historic documents by entering the Doc ID number or Consumer name and clicking the Search icon. Review Document The User can review the Document Package by clicking on the PDF Icon. Upon Clicking the PDF icon a pop up window appear displaying the Document Package. Zoom Out The Zoom Out function allows the User to zoom further out on the Document Package image. Zoom In The Zoom In function allows the User to zoom in for a closer view of the Document Package. Save The Save function allows the User to Download and save a watermarked PDF copy of the Document Package. Please Note that the watermarked copy if not a valid copy for distribution. 5 P a g e

6 Print The Print function allows the User to Print a watermarked copy of the Document Package. Please Note that the watermarked copy if not a valid copy for distribution. In Process This watermark indicates that this is not a valid copy of the Document Package for distribution. Upon completion of the Document Package the watermark will be removed from the Document Package. Document Summary Screen The User can access the Document Summary Screen by clicking on the Document Id Number for the Document Package. Document Allows the User to access and view the Document Package by clicking on the PDF icon. Alerts and Messages Displays and outstanding/ recent alerts and or messages pertinent to the Document Package. Summary Details the summary of the Document Package as contained within the Application. Status Indicates the current position or status of the Document Package as relates to the Workflow Key. (See Workflow Key) 6 P a g e

7 Signer Status Indicates the current position or status of the Document Package as it relates to the Workflow Key. (See Workflow Key) Activity History Provides a date and time stamped chronological record of actions taken and by which User behind the Document Package. Actions Opens the Actions Menu. (See Actions Menu) View My Dashboard Navigates the User back to the main dashboard. Actions Menu The Actions Menu is where a User will go to perform an action against the Document Package. 7 P a g e

8 e-sign and e-deliver to Consumer Clicking the e-sign and e-deliver to Consumer option will navigate the User to the Agent E-Consent and Singing Screen. After Consenting to e-delivery the Agent will either opt to Continue or take another Action such as Finish Later or Decline the Document Package. After selecting Continue a clickable Start Tab will appear prompting the Agent to move forward to the signing ceremony. 8 P a g e

9 To electronically sign the Agent will need to click the Sign button. The Agents signature will be wrapped and applied to the Document Package. Upon completing the Signing process the Agent will be prompted to Finish, Decline or Finish the Document Package at a later date. By clicking Finish the Agent will be navigated to the Consumer Notification screen. From this screen the Agent can opt to perform a Face to Face signing process with the Consumer (See Face to Face) or proceed with an Notification to the Consumer. From this screen the Agent can modify the consumer recipient , add CC and BCC parties to the as well as add attachments to the front end of the Document Package. To proceed the Agent will need to click the Send Message to Client button. 9 P a g e

10 Change Request Clicking the Change Request option will navigate the User the following pop-up menu to select from a number of predefined change request options. The User can also opt to choose Other if the reasoning is not specific to the predefined options. 10 P a g e

11 Decline Offer Clicking the Decline Offer option will navigate the User the following pop-up menu to select from a number of predefined reasons for decline. The User can also opt to choose Other if the reasoning is not specific to the predefined options. Request Extension Select Request Extension to request that the Delivery Expiration Date be extended to a specific date. Please Note that this is only a request and must be approved by the Carrier/ Document Originator. The User will be notified via once the extension has been approved. Print and Hand Deliver Select Print and Hand Deliver to discontinue the edelivery process and proceed with a watermark-free paper Document. Please Note that this function may not be permitted for the Distributor and Agent by some Carriers. In the event that Print and Hand Deliver is not available the Carrier will require a Change Request to proceed with a paper Document Package. Additionally, once selected a Document Package cannot be returned to an edelivery workflow without a reissue request to the Carrier. Face to Face 11 P a g e