Yes, the contact will need to set the query as complete to ensure that an email is sent back to the query creator. An email will not be generated when a document is uploaded. Read More
How to
See the below Quick Vid for guidance on performing a Year End Close within Xtend Visit our Client Services YouTube Channel for more QuickVids. Read More
Query UK Xtend The query is a type of document. This feature is present in several Smart Engagement templates. It is used to gather & collate information or documents specific to the engagement that this document type appears in. ... Read More