Skip File Uploads and Add Them Later with Ask Angel
Ask Angel® allows clients to skip a file upload during a workflow and return to it later without losing progress.
Skip File Uploads and Add Them Later with Ask Angel
Ask Angel® allows clients to skip a file upload during a workflow and return to it later without losing progress.
What The Post Says
Ask Angel® is designed so a missing file does not block a workflow in progress. When prompted for a file, clients can hit Skip and keep moving. When the file is ready, clients click the pencil icon to edit their message and attach it. AngelAi calls this flexible workflows with zero pressure, giving clients control over when and how they complete each step. View the update for a visual walkthrough of the Skip button and pencil icon in action.
Why It Matters
Workflows stall when a required file is not on hand. Ask Angel® is designed to remove that friction. Clients move forward first and circle back once the document is in reach. The pencil icon gives a clear path to attach it later, helping ensure nothing gets lost along the way.
Home finance tasks rarely happen in one sitting. Documents get located, scanned, and gathered over time, and Ask Angel® is built to work with that reality instead of against it. Clients keep momentum without needing everything ready at once.