Organization and collaboration

This chapter describes the different features, setups, and third-party integrations that you can use to communicate and collaborate with your users. Most of these features are applicable to the non-Skuid enabled version of Q2 Origination. In Q2 Origination 2.0 and later, you can configure alerts and messages through task flow configurations and collect and exchange documents through the Deal Room. The Salesforce Chatter application is also used by parties and stakeholders to collaborate for the processing of applications.

Set up Email Notifications

Email notifications are often needed to let applicants know at which stage their application is. You can also configure email notifications to be sent when documents are sent or received, or an action is required by a party in the Deal Room. To set up email notifications, you must use Salesforce Workflows and add email alerts there.

Steps

To set up email alerts:

1. Identify each qualifying rule for which you want to send a notification.
   

   For example, you may want to inform the applicant when an application is created or when the application is approved.
   

2. Log in to your Salesforce account.
   

3. To create a workflow rule:

   1. Go to Setup > Build > Create >  Workflows & Approvals, and then Workflow Rules.

   2. Select Continue on the page that appears.

   3. On the All Approval Workflows page, select New Rule.

   4. Choose the Object and select Next.

   5. Add the qualifying rule to the Evaluation Criteria and Rule Criteria.
      

      For example, you may set up a rule on the Application object to check for Application Overall Status becoming Approved to send an email alert to the applicant.

   6. Select Save&Next. 

   7. If you have existing email templates, you can directly set up a workflow action on this rule by selecting Add Workflow Action. Select New Email Alert. Else, follow step 4 of this procedure to create a template.
      

4. Create an Email Template.

   1. Go to  Administration > Communication Templates > Email Templates.
      

5. Create the Email Alert event under Workflow Actions.

   1. Add the Email Template here, with Whom to send the email.
      

6. Activate the Workflow Rule. 

See the following Salesforce resources for further information:

• Create Email Alert

• Create Workflow Rule

• Create Email Templates

Start Meet

The Start Meet feature is integrated with Moxtra and can be used to invite anyone from your contact lists to view, edit, and engage in a group conversation through a simple chat interface. Primarily, this can be used to organize tasks, collaborate with any group or a team on various projects, assign tasks, receive status updates and discuss in real-time. 

Configure Start Meet

Prerequisites

Before you proceed to configure Start Meet, ensure that the following prerequisites are met:

• Meet Configuration is set up.

• Meet Parameters are defined. Meet Parameters allow you to configure the email that will be sent to the customers. This includes configuring the subject line and the body of your email. 

Steps

To configure Start Meet:

1. Log in to your Salesforce account.
   

2. Go to Setup > Build > Develop.
   

3. Select Custom Settings.
   

4. Select M and select Meet Configuration in the list, or scroll down on the page to Meet Configuration.
   

5. Select Manage.
   

6. Select Edit to add the Client Secret ID, Client ID, and the  Redirect URL. Client Secret IDand  Client ID are provided by Cloud Lending Inc., whereas the Redirect URL must be provided by the customer.
   

   For example, if you select Binder Shelves and go to the address bar of your browser, copy the URL.

   Note:

   To set up the meet parameters:
   

7. Repeat steps 1 to 3 of the procedure for configuring Start Meet.
   

8. In Custom Settings, scroll down to Meet Parameters.
   

9. Select Manage.
   

10. Select New. 
    

    The meetURL will also be provided by us. It is imperative to provide the meetURL within square brackets in the body of your email.
    

11. On the Meet Parameters Edit page, provide the Location by specifying whether it is for a User or Profile and then select the respective value.
    

12. Specify the Email Message and the Email Subject.
    

13. Select Save.

Binder Shelf 

Binders can be used to view, share, collect and store all your important information in a single, centralized location. These Binders can hold documents, images, audio, and video clips in any format from different sources such as your mobile phone, files from remote desktop, or cloud storage service such as Dropbox. Using the Binder Shelf, you can bind all the conversation elements in a container for easy access and retrieval. 

Steps

To access the binders:

1. Select Binder Shelf.
   

2. Select Authenticate.
   

3. Enter your Username.
   

4. Enter your Password.
   

5. Select Authorize.
   

6. Select Binders.
   

7. Select Download Binder.
   

8. Go to Application Details >  Documents to find the required Binder.