Sharing a document with applicant

Documents stored in an application can be easily shared with the applicant. There are multiple ways to share a document with applicant.

Share documents via Applicant Portal

1. Select the document(s) to be shared.

2. Click on "Access Control"

3. Select the Applicant checkbox and click on "Submit"

4. Documents shared with Applicants will be denoted by "A" in the Access column.

Share documents via email

1. Open an application and navigate to the "Application Contact" Section.

2. Click on the "Email" button of the contact.

3. Click on "Attach files from Documents" button

4. Select the document(s) and click on "Submit"

5.  Click on Submit to send the document via e-mail to the client.

Got questions? Please contact GreenLight Support on greenlight@evissupport.zohosupport.com.

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