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What Happens Once an AIF Document is Created

  1. When an AIF quote is created, reviewed, and published with (3) required signatures, the "AIF Created - Signature Required Notification Workflow" will be triggered and sends an internal email notification to the C&W Team Members responsible for signing the AIF document.

    AIF Signature Needed Workflow Criteria

  2. If the deal is a "Consumer or Hybrid" deal, "Karl Anderson" in notified for "Client Relations" and "Clay Small" is notified for "Operations".

    If the deal is a "Commercial" deal, "Karl Anderson" in notified for "Client Relations" and "Jay Schukoske" is notified for "Operations".


    AIF Signature Notification Logic Screenshot


  3. After the "Client Relations" and "Operations" representatives have been notified of the required AIF signature the "Sales Manager" is notified based on the "Deal Owner".


    AIF Signature Notification Sales Manager Logic Screenshot

  4. Any representative from "Client Relations" or "Operations" that is manually added to the AIF quote and not listed in the workflow, will need to be sent the link to the AIF document manually as they will not received an automatic notification.