Decision & Mail Configuration
In this section, the mail sent to the applicant in case of acceptο»Ώ/rejectο»Ώ/draft/redoο»Ώ can be customized. The emails for all these scenarios can be separately configured.
The bucket names can also be customized as required. The accept, reject, draft, escalateο»Ώ, etc statuses can be renamed here. Whether the user prefers to replace "accept" with "approve," "reject" with "decline," or utilize any other terminology. By allowing users to customize the names of application buckets in the back office, the user gets greater flexibility and adaptability to meet their diverse needs. The labels of application buckets can be customized to match the desired terminology that better aligns with the specific organization.
Back Office users will see these customized bucket names in the application queueο»Ώ, dashboardο»Ώ, analytics tabο»Ώ, MIS reports, various buckets, and other relevant sections.
The template for the email for each stage of the customer journey(handoff email) can be customized from the 'Email Template Section'. Here, the template name and subject are entered, and the required email template is uploaded only in HTML format.
There are various options/fields available for customization in each case:
- Alias for Accept/Reject/Draft/Redo Button: Provide an alias i.e., the title that will be shown to the user.
- Mail required(Yes/No): Whether mail is required for a particular event or not can be configured by choosing the yes/no radio button.
- Mail Header Color: To change the color of the header, enter the hex code of the color (for eg., #78dndk8)
- Default Subject: A default subject for the emails that will be sent.
- Default Message: A default message for the emails that will be sent.
- Rejection/Redo Reasons: This option is present only in the case of rejection or redo. Here the reject/redo reasons are entered separated by comma(s).
- From: The senderβs email address is entered.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
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