This is an Enterprise level custom feature . that can be enabled per User or a Team URL default. (User enabled feature will trump the Team default if one is set)
IN SHORT: PPP USE-CASE: ‘flag’ one user account, when a request is completed, Botdoc auto-sends a templated email to the email address that sent the application in.
Customer completes a pull request (an initial application for PPP loan, gathering basic information)
Completed Request would go to URL (PPPstartApplication@bank.com)
When that Completed Request comes into the users account, Botdoc Auto-Sends a 'welcome email’ to the Customers email that just completed the request.
This new templated/custom welcome Email tells the applicant what the bank needs next… w/ another Personal URL (PPPdocumentation@bank.com) link, where customer then uploads remaining supporting documents. Note: You do not have to have an email linked as you can send an auto-reply message vs an auto-reply request link
Team Default is set up the exact same way
See (User Training Videos) CUSTOM FEATURES 1 - Botdoc Custom Feature – URL Auto-Reply for how to set up this feature.
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