Overview
Corix allows administrators to communicate with users directly and request additional documentation when needed. Both are available from an application: go to the Application List and select an application.
When to send a message
Use a message when you need to:
- Ask a question about an application
- Provide a status update
- Clarify submitted information
- Communicate next steps
Messages are best used when no supporting documentation is required from the user.
When to request a document
Use a document request when additional documentation is needed to continue processing an application. Common examples include:
- Proof of residency
- Bank statements
- Identity verification documents
- Other supporting compliance documentation
Document requests help clearly identify what information is needed from the user.
Frequently asked questions
Can I send a message and request a document at the same time?
Yes. Document requests can be sent as part of your communication with users.
Will users be notified when I send a message?
Notification behavior depends on your firm's Corix configuration.
Can I use an email template when sending a message?
Yes. Email templates can be used for common communications and document requests.