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Creating a Submission and Adding Forms (Video)
Creating a Submission and Adding Forms (Video)

This video will show you how to create your submission and add any digitized form within it

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

Video Created by Alyssa Beam

Think of a submission as that box or vessel where you can package your digital applications, schedule workbooks, document upload requests and E-signature requests in one place. After that, you can easily send it out to the insured and start collecting and/or updating data for renewals or new business.

For a step by step guide, please visit our Help Center Article:

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