Matt Pennington - Tonic Workflows
A docassemble demo interview for Debt Mediation Onboarding that uses a combination of Multi-User Interviews + SMS + Email.
This is not intended as a finished interview - it's a working example to showcase one way that SMS and Email can be used to implement a Multi-User Interview in a vaguely "real world" scenario.
Your Docassemble Server will need configuring with:
- A Twilio Account (a trial project is sufficient providing you have two unique mobile numbers you can add to it for the purposes of running this demo ^) - configuration instructions and more about Twilio trial accounts
- The ability to send emails out - configuration instructions
^as an alternative if you only have access to one mobile number you can disable the debtor.mobile_number == applicant.mobile_number validation code.