Functions: Actions

Actions are a powerful way to require contacts to provide updated information, sign documents, or perform other tasks. 

Actions Page

Create Actions

Edit Actions

Actions Page

The Actions page is located under the Functions menu. Admins can view and modify existing actions and create new login actions  

The Actions page includes a table of all actions by type.  Use the search to locate an action by System Name, Display Name and Type, or use the Type and Status filters as needed.  Up/down sorting arrows in the Action ID column allow you to adjust the order of actions, as needed. Refer to the Status column to view the current status types listed below:

    • Draft - the action has been created, but not assigned to any contact.
    • Pending - the action has been assigned to contacts but not all of them have completed it.
    • Complete - all assigned contacts have completed the action.
    • Incomplete - at least one contact has cancelled the action.

Create Actions

  1. Navigate to Functions and click on Actions.
  2. Click +Add button.
  3. Choose the login action type from the menu and click Save.

Login Action Types

  • Popup - this action type is used to notify contacts of things such as, Accept Terms of Use, wire instructions, review tax forms, etc.
  • Profile Update - this action type is used to notify contacts to update their profile.
  • Docusign - this action type is used to notify contacts there is a document ready for signing.
  • File Upload - this action type is  used to notify contacts a file upload is needed.

  1. At this point, you will be on the new Edit Action page to complete the fields for the selected action type. Click Save when completed.

NOTE: Actions can be set up to include Cancel or Skip buttons to allow contacts to delay completing the action.

  • Cancel button - allows the contact to move forward through a series of actions (if applicable) before arriving in the portal. If the action is mandatory, the cancel button is not available.
  • Skip button - admins can set a preferred number of times an action can be skipped before the contact must complete it. In addition, there is a recurring checkbox option for admins to configure a popup action to appear indefinitely upon login as needed (e.g., to notify contact of various disclosures).

TIP: To verify the action functions are working properly, create a test contact and use the View as contact feature.

Edit Actions

  1. From the Functions > Actions page, click on the related Action name. This opens the view page to review and modify action details.

  2. Click Edit Action located in the upper right.

  3. Make the needed modifications and click Save.

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