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Managing Messages

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform.

Introduction

Gathering all the information needed for underwriting requires frequent communication between Underwriters and Brokers. Connected Underwriting allows users to send, receive, and review messages via the MESSAGES dashboard.

This page describes how to use Connected Underwriting to manage messages.

Viewing messages

Messages are viewable from the MESSAGES dashboard, which can be accessed by clicking the MESSAGES tab on the navigation bar.

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Note:  The instructions on this page apply for both Inbox and Sent messages.

Messages are available to the recipient, as well as any watchers on a Submission. The MESSAGES dashboard defaults to a view of received messages (Inbox), the view can be changed to show sent items by using the Sent button in the sidebar.

To find the correct message, the MESSAGES dashboard provides the ability to view messages relating to a specific Submission by using the Select a record field.

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Once you have found the message you want to review, click on it to present a summary view of the item. The summary view of a message shows the following information:

  1. Subject Line
  2. Submission Link
  3. Reply Button
  4. Sender, Recipient Email Address, Email Date and Timestamp
  5. The message that was transmitted.
screenshot-of-cu-message-components

To send a message:

  1. From a message, click Reply. This presents the message form.
  2. Enter a message in the Compose Message field.
    • Message templates are available from the Template dropdown list. Selecting a template populates the Compose Message field with editable pre-written text.
  3. Click UPLOAD to include any attachments.
  4. Click SEND.

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To learn more information on email templates, visit the Configuring Email Templates page.

Quick actions

Connected Underwriting includes the ability to take quick action on the messages items listed on the MESSAGES dashboard.

cu-managing_messages-messages_actions.png

The quick actions are:

  1. Select All: This checkbox will select all the messages shown on the MESSAGES dashboard.
  2. Refresh: This will refresh the messages shown on the MESSAGES dashboard, displaying any new items.
  3. Mark as read: This will mark all checked messages as read.
  4. Mark as unread: This will mark all checked messages as unread.

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