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Quickly and Easily Transfer Profiles Between Colleagues

August 26, 2014 / By WMSolutions.com Technology, Training

In the My Profiles section of your WMSolutions.com account, you have the ability to transfer draft profiles between two registered accounts. You will find the transfer function located under the “action” menu to the far right of each profile (as shown above).

Benefits of the Transfer a Profile function that will help streamline your business include:

  • You can fill out a profile and transfer to the necessary party for eSignature and submittal.
  • Your drafts may be transferred as many times as needed before submittal.
  • You can recall a transfer at any time.

Please note: Once submitted profiles can only be transferred by your Technical Service Center.

View this brief step-by-step training video to learn how to transfer a profile:


 

 

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