This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions. |
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.
Messages are viewable from the MESSAGES dashboard, which can be accessed by clicking the MESSAGES tab on the navigation bar.
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.
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:
To send a message:
To learn more information on email templates, visit the Configuring Email Templates page.
Connected Underwriting includes the ability to take quick action on the messages items listed on the MESSAGES dashboard.
The quick actions are:
Managing Messages