DocFast
This technote can be considered a cheat sheet for providing a better understanding of the meaning and navigation behind the DocFast Distributor Environment.
Contents
Alerts Pane Headers ... 3
Alerts Pane ... 3
Workflow Status ... 4
Workflow Key ... 4
Activity Filter ... 4
Document Search ... 5
Review Document... 5
Document Summary Screen ... 6
Document... 6
Alerts and Messages ... 6
Summary ... 6
Status ... 6
Signer Status ... 7
Activity History ... 7
Actions ... 7
View My Dashboard ... 7
Actions Menu ... 7
e-Sign and e-Deliver to Consumer ... 8
Change Request ... 10
Decline Offer ... 11
Request Extension ... 11
DocFast TECHNOTE
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Last Updated: April 22, 2016
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Print and Hand Deliver ... 11
Face to Face ... 11
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Alerts Pane Headers
Status – Details the current status of the Document Package
Delivery Expiration Date – Details the date in which the Document Package is scheduled to expire Carrier – Details the Document Vendor
Case Manager – Details the assigned Case Manager behind the Document Package Consumer – Details the Consumer given behind the Document Package
Identification Number – Details the Document ID Number/ Policy Number Documents – Access to view the Document Package
Actions – Details the actions that CAN BE taken against the Document Package
Alerts Pane
The Alerts Pane details those Documents requiring immediate attention from the Distributor, the Delivery Expiration Date, Document Type, Document Vendor, assigned Case Manager, assigned Agent, Document ID number and potentials courses of Action against the Document Package.
Hovering over the Alerts icon will detail the Action that needs to be taken to move the document package forward to the next party.
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Last Updated: April 22, 2016
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Workflow Status
The workflow status details the current status of the Document Package and which party is currently in line to action against the Document Package.
Workflow Key
For a detailed key of what workflow avatars mean click the info icon next to the Status heading.
Activity Filter
The Activity filter allows the User to filter by number of days, which document packages will be displayed behind the Alerts pane. The User can filter the Alerts pane by last 90, 60, 30, 7 days, or by the current day. They can also select All which will display any documents within or outside of the 90 day range.
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Last Updated: April 22, 2016
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Document Search
Search by Identification Number or Consumer Name X
Search for pending or historic documents by entering the Doc ID number or Consumer name and clicking the Search icon.
Review Document
The User can review the Document Package by clicking on the PDF Icon.
Upon Clicking the PDF icon a pop up window appear displaying the Document Package.
Zoom Out – The Zoom Out function allows the User to zoom further out on the Document Package image. Zoom In – The Zoom In function allows the User to zoom in for a closer view of the Document Package. Save – The Save function allows the User to Download and save a watermarked PDF copy of the Document Package. Please Note that the watermarked copy if not a valid copy for distribution.
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Last Updated: April 22, 2016
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Print – The Print function allows the User to Print a watermarked copy of the Document Package. Please Note
that the watermarked copy if not a valid copy for distribution.
In Process – This watermark indicates that this is not a valid copy of the Document Package for distribution. Upon completion of the Document Package the watermark will be removed from the Document Package.
Document Summary Screen
The User can access the Document Summary Screen by clicking on the Document Id Number for the Document Package.
Document
Allows the User to access and view the Document Package by clicking on the PDF icon.
Alerts and Messages
Displays and outstanding/ recent alerts and or messages pertinent to the Document Package.
Summary
Details the summary of the Document Package as contained within the Application.
Status
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Last Updated: April 22, 2016
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Signer Status
Indicates the current position or status of the Document Package as it relates to the Workflow Key. (See Workflow Key)
Activity History
Provides a date and time stamped chronological record of actions taken and by which User behind the Document Package.
Actions
Opens the Actions Menu. (See Actions Menu)
View My Dashboard
Navigates the User back to the main dashboard.
Actions Menu
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Last Updated: April 22, 2016
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e-Sign and e-Deliver to Consumer
Clicking the e-Sign and e-Deliver to Consumer option will navigate the User to the Agent E-Consent and Singing Screen.
After Consenting to e-Delivery the Agent will either opt to Continue or take another Action such as Finish Later or Decline the Document Package.
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Last Updated: April 22, 2016
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To electronically sign the Agent will need to click the Sign button.
The Agents signature will be wrapped and applied to the Document Package.
Upon completing the Signing process the Agent will be prompted to Finish, Decline or Finish the Document Package at a later date.
By clicking Finish the Agent will be navigated to the Consumer Notification Email screen. From this screen the Agent can opt to perform a Face to Face signing process with the Consumer (See Face to Face) or proceed with an Email Notification to the Consumer.
From this screen the Agent can modify the consumer recipient email, add CC and BCC parties to the email as well as add attachments to the front end of the Document Package.
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Last Updated: April 22, 2016
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Change Request
Clicking the Change Request option will navigate the User the following pop-up menu to select from a number of pre-defined change request options. The User can also opt to choose “Other” if the reasoning is not specific to the prepre-defined options.
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Decline Offer
Clicking the Decline Offer option will navigate the User the following pop-up menu to select from a number of pre-defined reasons for decline. The User can also opt to choose “Other” if the reasoning is not specific to the prepre-defined options.
Request Extension
Select Request Extension to request that the Delivery Expiration Date be extended to a specific date. Please Note that this is only a request and must be approved by the Carrier/ Document Originator. The User will be notified via email once the extension has been approved.
Print and Hand Deliver
Select Print and Hand Deliver to discontinue the eDelivery process and proceed with a watermark-free paper Document.
Please Note that this function may not be permitted for the Distributor and Agent by some Carriers. In the event that
Print and Hand Deliver is not available the Carrier will require a Change Request to proceed with a paper Document Package. Additionally, once selected a Document Package cannot be returned to an eDelivery workflow without a reissue request to the Carrier.
