Empower your workflow with a personalized solution designed to simplify document gathering, enhancing productivity and organizational effectiveness.
Are you tired of the tedious process of collecting documents from your customers?
Build a reusable application in Under to easily gather documents to help streamline your workflow and provide a seamless experience.
Refer to the article linked below to learn more:
How do I create a new application?
How do I add a supporting document to an application?
How can I send the application to the customer?
How can I view all documents gathered in a customer record?
How can I download documents that are gathered in a customer record?