Quickly and efficiently send created Document Acknowledgments to Clients from inside a Trip or Client profile. Learn more about enabling document acknowledgments or creating a document acknowledgment template.
To send a Document Acknowledgment to a Client, open the Trip or Client profile and navigate to the Documents sub folder. A list of acknowledgments already sent to the Client will be displayed here.
Click + Add Document Acknowledgment.
A popup will appear. Select an acknowledgment template from the dropdown and enter a description.
Click Save Document Acknowledgment and then Save All at the Trip level. A new document acknowledgment with a status of Pending will be created.
Acknowledgments are active for 10 days, and must be submitted by the Client within that time or they will expire.
There are two ways to send a document acknowledgment to a Client:
1. Email the acknowledgment to your Client by clicking the envelope icon, generating an email popup. The acknowledgment link will auto populate in the email body. Format the email as desired, or use an email template. Send to the Client or schedule the email for a later date. Note: your email must be configured in your User Profile to email directly from Tres.
2. Click view icon to open a popup with full details. The Document Acknowledgment Link is listed at the top. Click on the copy button to copy the link to your clipboard and paste it in an email or use it as needed.
The acknowledgment that the Client receives follows the branding rules of Tres in regards to Advisors, Branches, and Agency, and will display the logo and hex color accordingly. It will also display the Trip and acknowledgment data such as description and acknowledgment verbiage.
Clicking the view icon on the Document Acknowledgment line item will open a popup with full details including the acknowledgment hyperlink, status, description, link to the acknowledgment template, date acknowledged, and client IP address. Clicking on the Document Acknowledgment Name will open the document acknowledgment template in a new tab.
Tracking Submitted Document Acknowledgments
An email notification will be sent when a Client submits a document acknowledgment. Emails are sent to the Trip or Client Advisor's primary email address entered in their Advisor profile, and will CC any users associated with that Advisor. Advisors with no email in their profile will have emails sent to the first user associated with them. If no Advisor is associated with the Trip, the email will be sent to the agency's email address entered in Agency Settings.
We also recommend creating views using the filters with Document Acknowledgment Status selected for quick access to newly submitted forms.