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This technote can be considered a cheat sheet for providing a better understanding of the meaning and navigation behind
the DocFast Distributor Environment.
Contents
Distributor Roles ............................................................................................................................... 3
DCMA Role .................................................................................................................................... 3
DCM Role ...................................................................................................................................... 3
Alerts Pane Headers .......................................................................................................................... 3
Alerts Pane .................................................................................................................................. 4
Workflow Status ................................................................................................... 4
Workflow Key ............................................................................................................................. 5
Activity Filter ..................................................................................................................................... 5
Document Search ...................................................................................................................... 5
Review Document....................................................................................................................... 6
Document Summary Screen ............................................................................................................. 7
Document...................................................................................................................................... 7
Alerts and Messages ..................................................................................................................... 7
Summary ....................................................................................................................................... 7
Status ............................................................................................................................................ 7
Signer Status ................................................................................................................................. 7
Activity History .............................................................................................................................. 8
Actions .......................................................................................................................................... 8
View My Dashboard ...................................................................................................................... 8
Actions Menu .................................................................................................................................... 8
e-Deliver to Agent ........................................................................................................................ 9
DocFast TECHNOTE
Distributor Cheat Sheet
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Change Request ............................................................................................................................ 9
Decline Offer ............................................................................................................................... 10
Transfer to Approval ................................................................................................................... 10
Request Extension ....................................................................................................................... 11
Print and Hand Deliver ............................................................................................................... 11
Take Approver Ownership (CCMA ONLY) ................................................................................... 11
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Distributor Roles There are two kinds of roles within a Distributor environment. Depending on the role a User may have more or fewer
privileges within the DocFast tool.
DCMA Role A User with a DCMA (Distributor Case Manager Administrator) role will have all rights granted to Administrator within
DocFast. This type of User can assume or reassign case ownership as well as request extension and issue change requests
to the Carrier.
DCM Role A DCM (Distributor Case Manager) role will only have access and rights to work on cases specifically assigned to their
User.
Alerts Pane Headers
Status – Details the current status of the Document Package
Delivery Expiration Date – Details the date in which the Document Package is scheduled to expire
Carrier – Details the Document Vendor
Case Manager – Details the assigned Case Manager behind the Document Package
Consumer – Details the Consumer given behind the Document Package
Identification Number – Details the Document ID Number/ Policy Number
Documents – Access to view the Document Package
Actions – Details the actions that CAN BE taken against the Document Package
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Alerts Pane The Alerts Pane details those Documents requiring immediate attention from the Distributor, the Delivery Expiration
Date, Document Type, Document Vendor, assigned Case Manager, assigned Agent, Document ID number and potentials
courses of Action against the Document Package.
Hovering over the Alerts icon will detail the Action that needs to be taken to move the document package
forward to the next party.
Workflow Status The workflow status details the current status of the Document Package and which party is currently in line to action
against the Document Package.
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Workflow Key For a detailed key of what workflow avatars mean click the info icon next to the Status heading.
Activity Filter
The Activity filter allows the User to filter by number of days, which document packages will be displayed behind the
Alerts pane. The User can filter the Alerts pane by last 90, 60, 30, 7 days, or by the current day. They can also select All
which will display any documents within or outside of the 90 day range.
Document Search
Search by Identification Number or Consumer Name X
Search for pending or historic documents by entering the Doc ID number or Consumer name and clicking the Search icon.
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Review Document
The User can review the Document Package by clicking on the PDF Icon.
Upon Clicking the PDF icon a pop up window appear displaying the Document Package.
Zoom Out – The Zoom Out function allows the User to zoom further out on the Document Package image.
Zoom In – The Zoom In function allows the User to zoom in for a closer view of the Document Package.
Save – The Save function allows the User to Download and save a watermarked PDF copy of the Document
Package. Please Note that the watermarked copy if not a valid copy for distribution.
Print – The Print function allows the User to Print a watermarked copy of the Document Package. Please Note
that the watermarked copy if not a valid copy for distribution.
In Process – This watermark indicates that this is not a valid copy of the Document Package for distribution.
Upon completion of the Document Package the watermark will be removed from the Document Package.
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Document Summary Screen The User can access the Document Summary Screen by clicking on the Document Id Number for the Document
Package.
Document
Allows the User to access and view the Document Package by clicking on the PDF icon.
Alerts and Messages
Displays and outstanding/ recent alerts and or messages pertinent to the Document Package.
Summary
Details the summary of the Document Package as contained within the Application.
Status
Indicates the current position or status of the Document Package as relates to the Workflow Key. (See Workflow Key)
Signer Status
Indicates the current position or status of the Document Package as it relates to the Workflow Key. (See Workflow Key)
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Activity History
Provides a date and time stamped chronological record of actions taken and by which User behind the Document
Package.
Actions
Opens the Actions Menu. (See Actions Menu)
View My Dashboard
Navigates the User back to the main dashboard.
Actions Menu
The Actions Menu is where a User will go to perform an action against the Document Package.
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e-Sign and e-Deliver to Consumer Clicking the e-Deliver to Agent option will navigate the User to a pop-up screen to approve the Document Package and
advance it on to the next party in the distribution down line. The User can add CC and BCC parties to the distribution
email, make changes to the Subject line of the email, and add supplemental documents to the Document Package by
using the Upload Document option.
Change Request
Clicking the Change Request option will navigate the User the following pop-up menu to select from a number of pre-
defined change request options. The User can also opt to choose “Other” if the reasoning is not specific to the predefined
options.
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Decline Offer Clicking the Decline Offer option will navigate the User the following pop-up menu to select from a number of pre-
defined reasons for decline. The User can also opt to choose “Other” if the reasoning is not specific to the predefined
options.
Transfer to Approval Selecting the Transfer for Approval option will navigate the User to a pop-up window which allows them to search for
other existing Case Managers within their organization for reassignment of the Document Package. Please Note this
feature is available to both DCM and DCMA roles, but does not allow the User to assume approver ownership of the
Document Package. For more information on this DCMA only right, please see the Take Approver Ownership section of
this document.
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Request Extension Select Request Extension to request that the Delivery Expiration Date be extended to a specific date. Please Note that
this is only a request and must be approved by the Carrier/ Document Originator. The User will be notified via email once
the extension has been approved.
Print and Hand Deliver Select Print and Hand Deliver to discontinue the eDelivery process and proceed with a watermark-free paper Document.
Please Note that this function may not be permitted for the Distributor and Agent by some Carriers. In the event that
Print and Hand Deliver is not available the Carrier will require a Change Request to proceed with a paper Document
Package. Additionally, once selected a Document Package cannot be returned to an eDelivery workflow without a reissue
request to the Carrier.
Take Approver Ownership (DCMA ONLY) This feature is only available to Users with the DCMA User role. This option allows the User to either assume the Approver
responsibility behind the Document Package or to mark themselves as a CC on any additional email correspondence
passed through DocFast on this document.