How long does it take for a new Scarlett deal to appear in Veritas?
The automated sync currently runs every four hours. The timeframe will be shortened in the future.
If you use Import From Scarlett to pull in a specific deal, it can take between 5 mins and 20 mins to appear in Veritas, although it is often instantaneous.
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Will deals created in Scarlett automatically appear in Veritas?
Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.
How is a specific deal imported from Scarlett?
To pull a specific deal from Scarlett into Veritas: From the Deal list, click the arrow beside Add New Deal and select Import From Scarlett. Ensure Language, Close Date, and Application Purpose are populated in Scarlett. Enter the full Application ...
Why won't my deal import from Scarlett?
When importing a specific deal from Scarlett, make sure to enter the entire Application Number, not just the numeric digits. For example, enter 'GHCOx12345' rather than '12345'. Additionally, the following information must be completed in the ...
How is a deal updated with changes from Scarlett?
To refresh a deal in Veritas, click the three ellipses in the top right of the screen and select Refresh From Scarlett.
For those not using Scarlett, will Finmo and BOSS be connected to Veritas?
Currently Veritas is only connected to Scarlett to import deals into Veritas. Development of the BOSS connection is currently underway. Finmo will be connected shortly after the BOSS integration. In the meantime, you can create new deals manually in ...