SI Help With Shared Docs

If your organization has the SI app, your organization's SI helps you share docs: it catches a missing attachment, suggests the docs your email is about, writes a short summary for a doc card, and drafts a follow-up once people have opened your docs. You always see and choose first. Nothing is sent or shared on its own.

All of this is done by your organization's SI, the one SI assigned in SI settings. If none is assigned yet, you'll see Assign Your SI where its help would be. Without the SI app, none of this appears.

Nothing Is Attached

• What it does: when you press Send and your email says something like "attached" or "here's the file", but nothing is attached and no doc is shared, Kamo stops and asks.
• What you can do: click a doc it offers to share it as a link (then press Send again), choose Send Without It, or Go Back.
• Example: you write "Attached is the rate sheet" and forget it. Kamo offers Rate Sheet Nov with one click.

Suggested Docs

• What it does: while you write, a small row under the recipients shows docs whose names match your subject, your words or the recipient's company.
• What you can do: click a doc to add it as a link. Hide the row with the ×.
• Only docs you can open yourself are ever suggested.

SI Summary

• What it does: on a Kamo doc in your email, click SI Summary. The SI reads the doc and writes two short lines about it.
• What you can do: edit the lines, then Keep On The Card. They appear under the doc's name on the card in your email, as your words. Remove Summary takes them off.
• Example: "Today's 30-year and 15-year fixed rates, with points and fees for each."

Draft A Follow-Up

• What it does: on an email you sent with docs, the Viewed strip has Draft A Follow-Up. The SI looks at who opened the docs and drafts a reply, threaded on your email.
• What you can do: the draft opens in a new message for you to edit and send. If nobody has opened the docs yet, it drafts a friendly reminder instead.
• The draft never tells anyone how long they read or which pages they looked at.

Ask About This Document

• What it does: an administrator can turn this on in Settings, Document Management, Sharing. The page your shared docs open on then shows Ask A Question. The person you shared with can ask about the doc, and the answers come only from that doc.
• Off (default): the doc page has no question panel.
• On: only people who can already open the doc can ask, and only about that doc. You need the Manage Doc Sharing Policy permission to change it.
• Example: a borrower opens your fee sheet and asks "What is the appraisal fee?" and gets the number from the sheet.