Generate a clear, professional message to customers listing exactly which documents are incorrect or missing.
When Instabase flags a document, the customer needs clear, specific guidance on what to fix. Rather than drafting each return notice manually, use Instabase's Assist feature to generate a consistent, professional message that lists every defect and explains exactly what the customer needs to resubmit.
You review the draft, add context if needed, and send it through the Customer Portal.
Compile a leadership-ready summary of validation accuracy, return-rate reduction, and processing time saved across the Registry using Instabase Analytics.
Configure workflow automation so validated cases move directly to license issuance or amendment processing without manual handoff.
Create and implement new validation rules in Instabase to automatically catch recurring document defects.
Use Instabase Analytics to identify the top reasons documents fail validation and which document types cause the most returns.
Open the flagged case in Instabase and review the validation summary to understand all defects.
Click the Assist icon in the case toolbar.
Select the prompt to draft a return notice based on the flags on this case.
Instabase generates a draft message listing each missing or incorrect document and the required correction.
Review the draft and add any additional context if needed.
Send it to the customer via the Customer Portal.
**Scenario**: [Target company] submitted an MOA with two hypothetical flags—missing director signature and inconsistent share allocation. 1. Open the case for [target company] in Instabase. 2. Review the validation summary to see all flags. 3. Click **Assist** in the toolbar. 4. Select the prompt to draft a return notice based on the flags on this case. 5. Instabase generates a draft message listing each missing or incorrect document and the required correction. 6. Add context if needed to clarify any ambiguous defects. 7. Send via Customer Portal to [customer contact].
Based on the flags on this case, draft a short, clear message to the customer listing exactly which documents are missing or incorrect and what is needed to resubmit.
Use queue filters to prioritise renewal cases due this week and process passed cases first to meet deadlines.
Cross-check company details across Annual Return and Customer Confirmation Letter documents for renewal cases.