A new optional workflow email notification is now available for enhanced communication with your customers!  For most Building workflows, under the Application Intake task, there is a new workflow status called Intake Requirements Needed.  If this status is selected, an email will automatically be sent to the Applicant and any additional email recipients that you enter (an example of the email is shown below).  The intent of this new status is to communicate more specifically to the applicant that additional intake requirements are needed before the application can be accepted and/or plan review can begin, as apart from using the Additional Info Needed status.  The bonus part of this email is that it automatically includes the current balance on the record.  Communicating additional requirements to the applicant, including paying outstanding plan review and/or other intake fees, is now made much easier with this simple status update.  You can use this status at any time; no additional configuration is needed from our team.
 
Example email:​