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Customers
Learn how to create, update, and manage customers in Under.
Customers
- How do I create a customer?
- How do I delete a customer?
- How do I clone an existing customer?
- How do I copy customer information to another application?
- How do I know the status of a customer's application?
- How do I quickly filter customer applications by their status?
- How do I quickly filter customer application by the users in your account?
- How do I change the default view of the customers page?
Customer Record - Data & Docs
- How do I view and edit customer information?
- How can I send the application to the customer?
- How can I change the status of the customer's application?
- How can I export customer data?
- How can I view all documents gathered in a customer record?
- How can I upload documents to a customer record?
- How can I download documents that are gathered in a customer record?
- How can I ensure that all signers have signed the application if multi-signer is turned on?
- How can I add notes to a customer record?
Customer Record - PDF Authoring
- How can I view the PDF that I have attached to a customer's application?
- How can I change the PDF that is attached to a customer's application?
- How can I edit values on the PDF in a customer record?
- How can I sign the PDF internally prior to sending the application to the customer?
- How can I print/download the pre-filled PDF that is attached to a customer's application?