Skillset Configurations

Modified on Wed, 17 Sep at 3:01 PM

Skillset Configurations



1. With the September release, Charlie gives lenders more control and flexibility to assign skillsets across Activity, Checklist, and Document Request templates.

2. This feature expands configuration options, enabling more precise and tailored workflows.



3. These examples demonstrate what the Charlie Admin settings look like to show how easy it is for the Wilqo team to apply the skillsets, ensuring the right expertise at every step.


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