Autosave and contact fields

In the section Autosave Automatic parking of the application can be enabled, e.g. when the web session expires. The autosave option can be enabled separately for logged-in and non-logged-in customers. Additionally, the condition for automatic parking of the application can be specified for each channel.

Note! Automatic parking of applications for a non-logged-in customer works only if the automatic parking condition is met and in the section Contact fields a contact number has been specified.

Figure 1. Autosave section with a condition for a logged-in user

Figure 2. Autosave section with a condition for a non-logged-in user along with completed contact fields

Concurrent parking (alternating advisor and customer)

Availability of functionality depends on the license and may not be available in all deployments.

A section Alternating parking of advisor and customer contains settings for the “concurrent scenario,” in which the application can be filled out by two people. The transfer option works the same as parking for another person. In the section, we can specify the artifact with email notifications and declarations for the customer and advisor.