Save application and share with others

Hi
Jane,

Yes there is
a feature in their account that they can “send” an application to
someone else to work on.  It’s called “Transfer to new owner”
and it’s a button located to the right of their saved/in progress
application:

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Hi
Jane,

I haven’t
used this feature much but what happens basically is whoever the
original applicant holder transfer the application to, becomes the
current applicant holder.  The new person can then make any
additions or changes and submit, or transfer back to the original
applicant holder.

It’s sort of
clunky, and I personally think it’s better to have a shared e-mail
account for an organization so no one has to do this and they can
just sign in and make changes as needed, but it still
functions.

This e-mail, including any accompanying attachments, may contain
confidential information that is private, personal, and/or
proprietary, and it is for the sole use of the intended
recipient(s). Any unauthorized review, use, distribution or
disclosure by others is strictly prohibited. If you have received
this document in error, please immediately contact Leslie Goddard
and delete all copies of this message.