*This feature removes the need for Teams to have multiple users logging into one account with the same password.
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Your Team may have multiple Queues created which any user can be assigned designated to. A User can be assigned to multiple Queues.
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You will be prompted “Are you sure you want to assign this user”the request #236183 to George F Small?”. Select YES to proceed and NO to choose another user.
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Note: When assigning another user the Action box will display the users name, the request will be highlighted and the “are you sure” box has the request and the assigned users name associated with this function so that you will know WHO you are assigning the request to.
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When YES is selected the “waiting” or “completed” request will disappear from the Queue and show inside “the assigned users” My Pulls Requests (Pull) tab on the left navigation toolbar and this Request is now this users full responsibility.
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When a request is assigned to another user that user will also get an email noticitiaton stating that user was assigned a request:
PLACE PIC HEREAssigned Pull Email Notification: “You have been assigned a Document Request from your Team!”
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Assigned Push Email Notification: “You have been assigned a Document Push from your Team!”
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When Request status changes to “Complete” you can now VIEW details of the Request along with the timeline details showing that User “Tori Mills assigned this request to George F Smalls” (assigned to another user) or the timeline may say “Tori Mills assigned this request to Tori Mills” (assign to myself) or if a Pull is received via the URL link then timeline will say “email@yahoo.com initiated a Pull from the PRE Loan Apps Queue Public URL”
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