AIM Declining a Submission

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The Decline Submission feature is used when an RT broker has decided not to proceed with a submission. After declining, a template can be sent to the agent to inform them of the decision.

1. On the Main tab, highlight the submission.

2. Right-click on the submission and select Decline Submission.

3. Select a Reason from the dropdown. Include any additional information in the System Note field. Click Ok to continue.

4. Click Yes to send a declination letter to the agent or click No to proceed without a notification.

5. In the Document Processing window,

Edit the template as needed.
Edit the ImageRight document pane as needed.
To email the template from AIM, click E-Mail. Otherwise, Save and Close the window to import it into ImageRight as a PDF. Open this guide for instructions on emailing from ImageRight.
If choosing not to send the template to the agent, click Discard Document.

Note: Review the Document Processing guide for more detailed explanations.

6. The submission status changes to Declined. The Activity log shows the file note and the declination template (if not discarded).

Version 1, 3/24/2022

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