Document Delivery Request Submission

Enabling Third-Party Online Access: Steps to Navigate Document Delivery and Attach Required Forms from the Client's Contact Record.

Learn how to submit a Document Delivery Request:

Step 1. From the client's contact record, navigate into the Servicing tab, located in the middle panel of the contact record.

Step 2. Select Account Administration. 

Step 3. Within this section, locate and click on Document delivery.

Step 3 A. In the right sidebar pop-up that appears after selecting Document Delivery, you'll see options to specify the details of the request. For this example we used "Third-Party Online Access" and proceed.

Step 4. After selecting Third-Party Online Access, there should be an option to attach documents. Here, you can attach the online services form required for third-party access.

For Document Delivery Request there are 3 request types you can do:

• Change delivery method 
• Password reset
• Third party online access