We have a number of example templates to help you get started. Please download the ones you want, modify as you see fit and use the file upload function in the BDP templates widget, or upload to a server of your choice. N.B. If you prefer to host the templates yourself, so long as you […]
Articles Tagged: rules
SMS
BDP Technical Administrator help This guide is for the technical administrator(s) your firm has nominated to manage your BDP configuration. If you’re setting up SMS messaging for the first time, start with **Activating SMS** below. On this page: What SMS can do Activating SMS Pricing Setting up an automated SMS rule Example: message to Applicant […]
Business Rules – Walkthrough
Rules are automated event triggers that can cause the system to perform actions based on predefined criteria. You can build rules as required by using the drop-down selection boxes. NB. Rules are processed in the order in which they appear in the list. You can re-order rules by dragging and dropping them. For example if you […]