How do I Transfer a Document to a New Distributor Case Manager?


If you are a Distributor Case Manager who needs to assign a document delivery to another Case Manager at your agency (new or existing user), follow the steps below.

Step 1:  Transfer Document for Approval
Step 2:  Select the Distributor Case Manager

Step 1: Transfer Document for Approval

Find the document you would like to transfer to another Distributor Case Manager and choose the “Transfer for Approval” option from the Actions dropdown.



Step 2: Select the Distributor Case Manager

For existing Distributor Case Managers
Review the list and use the search boxes to find the user account for the existing Distributor Case Manager.  Select them from the list and choose the “Select” button to initiate the transfer.  The document will be re-assigned to the selected case manager for Approval/Review.


For new Distributor Case Managers
If this is a new user or the Distributor Case Manager is not in the list, choose the “Add New Case Manager” button.  Enter in the new Distributor Case Managers First Name, Last Name and Email Address.  An email notification will be sent to the new Distributor Case Manager letting them know the document is ready for their review.  The new Distributor Case Manager will need to register their account using the link provided in the email before they can access the policy.