Ask the applicant for the document that is missing or wrong
Nobody wants to chase documents. The handler sends a reason and a deadline, the applicant uploads, and the document returns to the validation queue.
The applicant supplies the replacement
Applicants sometimes upload the wrong, expired, or incomplete document. That often turns into a loop through sales or a vendor, and the application sits.
The handler picks the document type, adds a reason, and can set a deadline (2 days, 3 days, or 1 week). The applicant uploads, and the document returns to the validation queue.
- Direct to the applicant
- The handler does not go through a sales rep or vendor to ask for the document.
- Wrong or expired uploads
- If a document is invalid, the handler requests a replacement with an explanation.
- Reminders
- Applicants get a reminder as the deadline approaches.
- Back into the validation queue
- The new document enters the same document check as the first upload.
Frequently asked questions
- What happens to the original (incorrect) document?
- It is marked invalid and is no longer used for processing. It stays in the case history.
- Can a case handler set a custom deadline?
- Yes. Standard options include 2 days, 3 days, or 1 week. That can match your process.
- How does the applicant receive the request?
- By notification. Reason and deadline are included.
- Do applicants get reminders?
- Yes. Reminders go out as the deadline approaches.
- Does the case handler know when new uploads are added?
- Yes. The case list shows new uploads. The handler also gets a notification.
- Where do replacement documents go after upload?
- Into the document validation queue.
