How to Download Comments

When your insured adds comments to the application, you can choose to download them in order to submit to the carrier.

Stephen So avatar
Written by Stephen So
Updated over a week ago

What is it?

The ability to download comments between you and your clients into the completed PDF

Benefit:

This feature will save you time and help keep all comments exchanged between you and your clients organized in one place for easy download

How does it work:

After you click “Download” on the application, the Download Form window will open.

From there, you will select “Include Comments” and press Next.

From there, you can select “All Comments” or only select the comments that are pertinent to the application that the carrier may require.

After you press “Download”, you will be able to find the comments at the end of the downloaded PDF in “Additional Comments”.


Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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