Infinity’s part in the AppOne integration is to send pertinent info from the deal you’re working on to AppOne. This article reviews the information needed in the deal for the buyer and unit, and the steps to send a deal to AppOne.
Send Deal to AppOne Using Quote Tab
Send Deal to AppOne Using Documents Screen
Buyer Information
The AppOne integration looks for specific buyer information. The fields highlighted in the image below denote the required information fields.
Unit Information
The AppOne integration looks for specific unit information. The fields highlighted in the image below denote the required information fields.
Send Deal to AppOne Using Quote Tab
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Open the Deal Desking module.
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Double-click over a row to open the deal.
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Select the quote tab.
- Choose the Print Docs tab.
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Click the “Send to App One” or "WoltersKluwer" button.
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This will open the submission window and might take a moment to load.
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Choose the submit button to send the deal information.
Send Deal to AppOne Using Documents Screen
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Open the Deal Desking module.
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Double-click over a row to open the deal.
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Select the File menu in the upper left of the deal window.
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Choose the Print Docs option. This will open the documents screen.
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From the document screen, double-click over the WoltersKluwer form. This will open the submission window and might take a moment to load.
- Choose the submit button to send the deal information.