How to reassign or resend an application

Created by Amy Sara Price, Modified on Tue, 9 Jun at 3:41 PM by Amy Sara Price

Trade Shield | Knowledge Centre HOW TO MANUAL

How to Reassign or Resend an Application

? 3 min read 5 steps

If a credit application is stuck at the Request to Complete Information stage — or if the wrong person was assigned — you can reassign the questionnaire to a new contact and resend it without losing any existing workflow data. This guide walks you through each step.

In this article

1. Open Workflow Overview	2. Find the Application
3. Confirm the Workflow Stage	4. Click Reassign
5. Complete & Submit the Reassign Form

⚠ Before you begin: The application must be at the Request to Complete Information stage in the Workflow Overview. The Reassign button is only available at this stage. If the application is at a different stage, the button will not appear.

Open the Workflow Overview

Log in to Trade Shield at app.fabricworkflows.com. From the top navigation bar, click Fabric Workflows to open the Workflow Overview.

TOP NAVIGATION BAR

app.fabricworkflows.com

? Home Customers To Do Fabric Workflows Autopilot Performance Insights Admin Knowledge Centre

ⓘ Tip: You can also navigate to Workflow Overview via the To Do menu if you have been assigned to a pending application.

↓

Find the Application

In the Workflow Overview, use the Search workflows bar on the left panel to search for the applicant company name. Click the applicant's name in the list to open their workflow record on the right.

WORKFLOW OVERVIEW — LEFT PANEL

app.fabricworkflows.com/workflows

? Search workflows

ICE CREAM COMPANY SA (PTY)

Request to Complete Information

Assigned To N/A

WASTE-MART

Review Recommendation

COFFEE AND TEAOLOGY

Risk Knockout

ICE CREAM COMPANY SA (PTY) LTD

In Progress

Basic Credit Application • Sep 17, 2024

ⓘ Tip: You can filter the left panel by IN-PROGRESS to narrow down results if you have a large number of workflows.

↓

Confirm: Workflow Stage is Request to Complete Information

Before reassigning, confirm that the Current Stage shown in the Workflow Details panel reads Request to Complete Information. This is the only stage at which the Reassign button is available.

WORKFLOW DETAILS PANEL

app.fabricworkflows.com/workflows

≡ Workflow Details

What stage of the process is this workflow, who is responsible, how long it has been at this stage, and more.

Workflow	Current Stage	Start Date	Due Date
Basic Credit Application	Request to Complete Information	Sep 17, 2024	N/A

⚠ Note: If the Current Stage shows anything other than Request to Complete Information, the Reassign button will not be visible. Contact your Trade Shield administrator if the application appears stuck at a different stage.

↓

Click the Reassign Button

In the action bar at the top of the applicant record, click the Reassign button (shown with a circular arrow icon). This will open the Reassign Questionnaire modal.

APPLICANT RECORD — ACTION BAR

app.fabricworkflows.com/workflows

▶ Open ▢ Full Application ↻ Reassign ✖ Cancel

ⓘ Tip: The Reassign button is highlighted above. If you cannot see it, verify that the workflow stage is Request to Complete Information (Step 3).

↓

Complete and Submit the Reassign Questionnaire Form

A modal dialog will appear — Reassign questionnaire. This is an irreversible action. Fill in the new contact's details and click Reassign Questionnaire to resend the application link.

Field	What to enter
Full name *	The full name of the new contact who will complete the questionnaire
Email address *	The email address the questionnaire link will be sent to
Contact number *	The contact's direct phone number
Custom message	Optional — add a personalised note to include in the email to the applicant

REASSIGN QUESTIONNAIRE MODAL

app.fabricworkflows.com/workflows

Reassign questionnaire

Are you sure you want to reassign this questionnaire?
This action cannot be undone!

Full name *

? Enter full name

Email address *

✉ Enter email address

Contact number *

☎ Enter contact number

Custom message

≡

Back Reassign Questionnaire

⚠ Note: Clicking Reassign Questionnaire is permanent and cannot be undone. The original contact will lose access and the new contact will immediately receive the application link by email.

✓

Application successfully reassigned

The questionnaire has been resent to the new contact. The workflow will continue at the Request to Complete Information stage, now assigned to the updated contact details.

? Troubleshooting

Reassign button not visible	The application is not at the Request to Complete Information stage. Check the Current Stage in the Workflow Details panel. Only this stage exposes the Reassign button.
Applicant didn't receive the email	Ask the applicant to check their spam or junk folder. If still not received, verify the email address entered was correct — if not, you will need to reassign again with the correct address.
Reassigned in error	This action cannot be undone from within the platform. Contact support@tradeshield.ai immediately for assistance.

Need more help?

The Trade Shield support team is ready to assist

support@tradeshield.ai

+27 (0) 10 753 1630