This is an Enterprise level custom feature.
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.
See (User Training Videos) CUSTOM FEATURES 1 - Botdoc Custom Feature – URL Auto-Reply for how to set up this feature.