Files are stored on our server securely and backed up nightly. There is no direct access to files you must go through the CRM.
Pending Approval
There is a new status called Pending Approval that will show up if the option is checked in the Options section. This will appear after Submissions.
Pending Approval Customer section coming next patch
Marketplace Welcome Email
You can configure an alternate Welcome Email for the Marketplace in the Options Section. It will appear near the latest Welcome Email.
Marketplace Tools
We have added a document tracker for Marketplace sales. Once Marketplace is selected you will be able to check boxes to determine which documents are remaining or needed.
The Customer section has been updated with options to search for present or missing documents individually or in any combination.
The Marketplace section has it’s own well once marketplace is selected for future Marketplace tools.
