Building Third Party Response Questions

Third Party is an advanced feature. If you have purchased this feature and you do not see it in your site please contact support to have it turned on.  Questions requiring a third party to respond are built into the form in Process Manager. The forms that can use third party questions are: LOI’s, Applications, Evaluations, and Follow-Ups.  To add th...

Building Third Party Email Templates

Once you have built a form that includes a third party group you will need to build an email template to be sent to the third party responders. To build the template, go to the Email Templates and add a new template. In the body of the email add instructions for the third party. When the email is sent, a link to the third party questions and the app...

Third Party Workflow

Once you have completed building your form, including the third party question groups, and you've built your automatic third party email notification and connected it to the process you can turn the process on and begin to use it. When the applicant fills out the form they will enter the email address of the third party that will be responding and c...

Tracking Third Party Responses

The applicant will be able to see the status of Third Party Responses on their dashboard next to the applicable request: The administrator will be able to see the status of the third party responses on their workload pages:...

Third Party Dashboard

When an applicant is working on their application and they complete a Third Party Request field two emails go out. One email composed and set from the applicant and one email automatically sent from the Foundant system that contains a link to the form that the Third Party needs to complete. The Third Party should complete all required fields on the ...