Processing Swell Document Requests

1. Onboarding form will be sent directly to Support

• The email will be sent from either Swell. Typically Seth or Anson.

• The documents will be in our shared folder.

2. Make a CS ticket 

• The CS tick should contain:

  • Assignee = CS Team Member

  • Epic = Swell Configurations

  • Type = Docs

  • Component = Swell Financing

• Instructions on how to make a linked CS ticket from Support are here.

3. Documents are configured on Onboard

• Configure the documents in the account according to the instructions here. 

4. Support will respond account and let them know the products are live

• Support team will receive notice ticket is in On Hold.

• Let Swell know their changes are ready

5. Support will respond account and let them know the products are live

• Swell will test and let you know if any changes are required

  • If changes are required, place the CS ticket in To Do and communicate required changes that should be done on onboard

  • If there are no changes required, place CS ticket in To Do and communicate updates can be made on engine

• Once Swell approves, move ticket will be moved into UAT

• Let Swell know their changes are ready