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4 articles

Policyholder: Where do I find submitted task information?

A PDF of submitted task information is stored in the Files tab.

Updated 5 months ago by Jennifer B.

Policyholder: Who can see submitted task information?

Submitted task information is visible to the primary contact, task assignee, and team member with full access to the project, and the company administrator. Also, the pdf created after the task is co…

Updated 5 months ago by Jennifer B.

Policyholder: Where do I find the files uploaded as part of a task?

Files uploaded as part of a task can be found within the Files tab.

Updated 5 months ago by Jennifer B.

Policyholder: What information is included in the submitted task PDF?

Submitted task information in the.pdf includes the questions that were answered and those answers. The pdf can be found in the Files tab.

Updated 5 months ago by Jennifer B.

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My Tasks

Policyholder: Where do I find submitted task information?

Policyholder: Who can see submitted task information?

Policyholder: Where do I find the files uploaded as part of a task?

Policyholder: What information is included in the submitted task PDF?

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