Fixing a Submitted E-Application

Have you ever filled out an application and sent it out to your client to be signed only for them to come back saying there was a mistake? Well, then you've come to the right place to figure out how to get it fixed!

The first thing you will need to do is head over to your Applications Dashboard and find the case that needs to be fixed. Open the case by clicking on the gray bar and find the options dropdown located in the top right of the case.

In the options dropdown, you will want to hit "Cancel Document". This will cancel the original, incorrect case so it doesn't accidentally get signed and sent into New Business. 

Now back in the options dropdown, hit "Open in Illustration System." This will take you to the illustration, but you won't be able to edit anything. To be able to edit the application, you will need to hit the "Copy Case" button located in the gray menu bar on the left side of the screen.

This will create an exact replica of the case that you had previously submitted. You can now edit the areas that were incorrect and resend the application out for signatures. All parties will have to resign the updated application in order for it to be considered complete and be set off to New Business.

If there are additional questions regarding the resubmission process, please contact us at IllustrationHelp@kclife.com.

Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com