Configuring Document Collection

Defining Document Collection allows easy access for agents to click on the most frequently requested documents (stips collection). Specifically worded stipulations can be created in Lightico to send to end-users for collection.

mceclip1.png

 

In System Settings

  • Go to Document Requests and select a Category Name
  • A new category can be created by clicking on Add Category
  • Select the required document by clicking on the tab Documents
  • A new category can be created by clicking on Add Document

mceclip0.png

From the agent homescreen: the most frequently used document requests will appear at the top of the agent home screen. For historical or unused documents, use the Search function.

mceclip0.png

Was this article helpful?
2 out of 2 found this helpful