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How can I send the application to the customer?

Discover the process of sending a pre-existing application to the customer.

To send the application to the customer, follow these steps:

  1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
  2. In the customer record, click Request at the top right of the page.
  3. In the Request Submission pop-out modal, there are two methods to send the application to the customer:
    1. Enter the customer's email in the Email box, then click Send.
    2. Click Share, then paste the application link in a message to the customer.

By sending the application via Method A, the customer will receive an automated co-branded email from support@under.io.

If you would like to personalize the appearance and format of the application link for your customer, you can choose to use Method B.

Here is a short video that provides a clear explanation of the process mentioned above: