Email workflow on application process step change
Email workflow on application process step change can be used to generate email to customers automatically when the step of an application changes. This document will be outlining the steps on how to create an email workflow on application process step change.
1. In order to proceed, navigate to Home Pages > Notification Management:
2. Once the Notification Management option has been selected, select the Application Process Step Emails option under Document Workflow On Application Process:
3. To check whether or not the workflow has not already been created, use the Filter Options to view specific finance companies, products, the email template and application status that the workflow is active from.
4. To create a new application workflow, click on the cross/plus icon in the top right-hand corner 
5. Select the Finance Company from the drop down list, that this workflow is associated with:
6. Select the Originator Group from the drop down list (usually based on the Finance Company):
7. Select the Product from the drop down list NOTE: if a specific Finance Company and Originator Group has been selected, the associated product should be inserted by default:
8.Select the Email Template from the drop down list NOTE: this is an email template that was created previously. To find out how to create an email template click here:
9. Enter the Step when the email needs to get generated automatically in Application Step text box.
10. Ensure that Is Active is enabled (by default it is):
11. To save the workflow, simply click on the 
button but if for any reason, you would like to exit out of this, click on the 
button.
button but if for any reason, you would like to exit out of this, click on the button. Related Articles
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