Skip to Main Content
Need Support? Let’s guide you to the right answer or agent.
Status Already exists
Created by Guest
Created on Nov 18, 2024

Provide reporting and automated notification on any "Partial response" to submittal.

In cases where multiple documents are issued to a recipient for approval, and the recipient initially submits response to only one (or less than all) of the issued documents, there is no way to be aware of this 'partial response'.

The responder will still return response to the remaining documents, but at a later stage.

It would be beneficial to the person who issued the transmittal to receive an automated notification email for 'Partial response received'; and for such partial response to be included into the 'Export to Excel' report.

Practical use of functionality?

In cases where multiple documents are issued to a recipient for approval, and the recipient initially submits response to only one (or less than all) of the issued documents, there is no way to be aware of this 'partial response'.

The responder will still return response to the remaining documents, but at a later stage.

It would be beneficial to the person who issued the transmittal to receive an automated notification email for 'Partial response received'; and for such partial response to be included into the 'Export to Excel' report.

What is the impact of not doing this?

Progress/time impact; i.e. the sender is not aware of partial response being returned.

If there was an automated notification available, the sender could have continued work on the one document for which response was already returned, whilst waiting for response to be returned on the remainder documents issued.

  • Admin
    Justina Jureviciene
    Reply
    |
    Dec 11, 2024

    This notification already exists. But the issuer has to subscribe to them.

    To do that go to the Portal and click on your name in the header. Open your profile page and scroll to "Notification preferences" section. Expand Deliverables Management line and check the "New responses have been received" notification option. When on, this will send notification about new received responses every time the recipient replies to some of the documents.