Can I have certain files to upload and then email reminders that go out until they are uploaded?

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    Asked on June 22, 2017 at 12:31 PM

    I am a Loan Officer and I am looking for a solution to collect documents. 

    Is it possible to have a set of files to upload in a form and then a daily reminder emailed out to a person that reminds them which files that are still missing?



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    Answered on June 22, 2017 at 01:00 PM

    Yes, you can use the save and continue later feature.

    You could create a form for each file that you need to upload. And the user will be sent a notification email at each stage.  

    If the user doesnt complete the form, they still will have an email with a link to the next step of uploading the next document for later.

    Also the user can complete the entire process if they wish. They dont have to wait for the email. Because the thankyou page will have a link to the next step.

    How to Save Forms and Continue Later