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Under Knowledge Base

Customers

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?

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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?

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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?

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Customer Record - Integrations

How can I view integration results from a customer?

How can I run integrations on a customer record?