Asset representatives are stakeholders that have been assigned by organisation users to submit docs, forms and uploads and provide information.

This article helps asset representatives get set up smoothly.

Submissions

• Your organisation may request documents, forms and uploads from you from time to time. They may also request that you provide information for their records.
• Use the Managing tab to provide information requested by your organisation e.g. date of birth or address. Any data you enter is instantly synchronised and becomes visible to the organisation. If you can't see information that you've been asked to complete, try refreshing the page.
• To manage these tasks, visit the Tasks tab, where a numbered bubble indicates the number of pending tasks.
• The status column updates in real-time as tasks are completed.
• Types of tasks may include completing forms (e.g. a medical form) signing docs (e.g. a travel permissions document) uploading files (e.g. a scanned certificate) or filling out surveys (e.g. allergies or food preferences).
• Task reminders are dispatched through the Newsfeed and email.

Stay connected

• The Newsfeed serves as your central hub for keeping on top of the latest developments within your organisation.
• Posts from your organisation may include various media like images and videos.
• You can engage with these posts by liking or leaving comments, similar to social media apps.
• You'll be sent push notifications when tasks are due e.g. signing a document.

Messaging

• Utilise the Messaging tool to chat securely with your contacts.
• Once connected, click Send message to initiate a conversation.
• You'll be redirected to the Messaging tab, where you'll find the history of previous messages. Group chats can also be created from here.
• After sending a message, you can edit it by clicking the dropdown arrow on the message. Timestamps indicate when previous messages were sent.

Need a hand?

• Front Office AI provides an intuitive digital onboarding process to get you up and running smoothly.
• We also have plenty of support articles on the Support Hub that explain key features in detail.
• For users seeking bespoke support, provide product specialists are on hand to review current processes, help migrate data and provide 1-on-1 training sessions.