Settings

Settings

Attachments uploaded

Admin alerts

Purpose

With the attachmentsuploaded advanced setting in the admin-alerts section, administrators can designate one or multiple recipients to receive an email notification when an agent uploads a document or image to a submitted application, quote, or policy through the Agent portal.

Requirements

This setting requires a list of email addresses separated by commas.

Setting default

This setting’s default value is blank, so BriteCore doesn’t send an email notification when an agent uploads an attachment to a submitted application, quote, or policy from the Agent portal.

Change the default

When an administrator adds recipient email addresses to the attachmentsuploaded setting, BriteCore sends an email notification to the designated recipients and creates a note in the policy.

Application Attachments/Photos for [Date] Email

Attachments/Photos have been added to application [application number].

Adoption considerations

The attachmentsuploaded advanced setting works alongside the Policy Change submitted from BriteQuote and Attachment(s) or Photo(s) uploaded to Submitted Application administrative alerts, letting administrators notify designated recipients of changes made to a quote or policy through the Agent portal.

The attachmentsuploaded advanced setting is the same as the Attachment(s) or Photo(s) uploaded to Submitted Application administrative alert on the Administrative Alerts screen (Settings > System Wide > Administrative Alerts). If you change one setting, BriteCore updates the other setting to match.