Skip to main content

Unclear Confirmation

K
Written by Kaela Worthen
Updated over a month ago

Unclear Confirmation

Overview

We're actively improving our user interface and confirmation messaging to make it crystal clear when you've successfully completed each step of the Sunset process. However, during this transition period, you may sometimes complete an action - like finishing onboarding, uploading a document, or submitting information - without receiving an obvious confirmation that it worked.

This can create uncertainty: "Did that go through? Am I done? Should I do something else?" The good news is that even if the on-screen confirmation isn't perfectly clear, we send email confirmations for all major milestones. If you're ever unsure whether something was completed successfully, your email inbox is the best place to check.

Common Situations with Unclear Confirmation

Finished Onboarding but No Clear "You're Done" Message

This is one of the most common sources of confusion. You've entered all the required information about the deceased, uploaded the death certificate, answered questions about your relationship and authority, and then... the screen just shows your dashboard with no obvious indication of what happens next.

What you might see:

  • A blank or minimal dashboard

  • Basic information displayed but no clear status

  • No prominent message saying "Onboarding Complete" or "Search Starting"

  • Unclear whether you need to do anything else

What actually happened:

  • You successfully completed onboarding

  • Your information has been submitted to our system

  • We've received your death certificate

  • Verification and search processes have begun in the background

  • Nothing more is needed from you right now

How to confirm you're done:

  1. Check your email for a message from Sunset (@hellosunset.com)

  2. Look for subject lines like:

    • "Documents Received - Verification in Progress"

    • "Your Sunset Account Search Has Begun"

    • "Next Steps for [Deceased's Name]'s Estate"

    • "Thank You for Completing Setup"

  3. If you received any of these emails, you're done with onboarding and we're working on your search

If you don't see a confirmation email:

  • Check your spam/junk folder

  • Check Gmail's "Promotions" or "Updates" tabs

  • Search your email for "Sunset" or "hellosunset.com"

  • Allow up to 24 hours for the email to arrive (though it's usually within minutes to hours)

Uploaded Document but Unsure if It Went Through

You selected a file, clicked upload, saw a loading spinner, and then... maybe something changed on screen, maybe it didn't. You're not sure if the death certificate actually uploaded.

What you should see (ideally):

  • A success checkmark or green confirmation message

  • The uploaded document appearing in a list or preview

  • A "Submit" or "Continue" button becoming active

  • Clear text saying "Document uploaded successfully"

What you might see instead:

  • The page returns to a dashboard or previous screen

  • No obvious confirmation message

  • The upload button is still there (unclear if you should upload again)

  • A spinning loader that eventually stops with no clear outcome

How to confirm your upload worked:

  1. Wait 10 minutes, then refresh the page

  2. Look for your uploaded document in any "Documents" section

  3. Check your email for confirmation of document receipt

  4. Look for subject lines like:

    • "Death Certificate Received"

    • "Document Uploaded Successfully"

    • "Reviewing Your Documents"

  5. If you see a timestamp or file name matching what you uploaded, it worked

If still unclear after 24 hours:

  • Email [email protected] with: "I uploaded [document name] on [date] and want to confirm you received it"

  • We'll check our system and confirm receipt

Updated Information but No Feedback

You corrected your address, updated the deceased's name spelling, or changed other account details, clicked "Save," and then nothing obvious happened.

What you might see:

  • The page refreshes or returns to a previous view

  • No success message

  • The updated information appears in the field (which might just look like it reset)

  • Unclear if the change was saved or if you need to re-enter it

How to confirm your changes were saved:

  1. Log out and log back in

  2. Navigate back to the field you changed

  3. If it shows your new information (not the old information), the change was saved

  4. Check your email for any confirmation of updated information

  5. If you changed information related to verification, look for emails about verification restarting

Submitted a Request but No Response

You requested account closure, asked for fund transfer, or submitted some other request through the Sunset interface, but didn't receive immediate feedback about whether it was received.

What should happen:

  • Confirmation message on screen

  • Email acknowledgment of your request

  • Status update showing the request is "In Progress" or similar

What might happen instead:

  • The screen returns to a previous page

  • No obvious change in status

  • No immediate email confirmation

How to confirm your request was received:

  1. Check the specific account or institution page to see if status changed

  2. Look for any status indicators like "Closure Requested," "In Progress," or similar

  3. Check email for confirmation (subject lines like "Request Received for [Institution Name]")

  4. Allow 24-48 hours for email confirmation

  5. If uncertain after 48 hours, email support to confirm your request was received

Why Confirmation Might Be Unclear

We're Working on Interface Improvements

Sunset is actively updating our user interface to provide clearer, more prominent confirmations at every step. During this transition:

  • Some pages have updated confirmation messaging

  • Some pages still have older, less clear confirmations

  • The experience may vary depending on which part of the platform you're using

  • We're prioritizing the most common user actions for clarity improvements

Email confirmations are consistently sent even when on-screen confirmations aren't perfect, which is why checking your email is the most reliable way to confirm completion of any step.

Processing Happens in the Background

Many Sunset processes - verification, account searching, institution outreach - happen on our backend servers, not in real-time on your screen. This means:

  • You might complete an action (like uploading a document) immediately

  • But the processing of that action (verification, search initiation) happens later

  • The interface might not clearly indicate that background work is underway

  • Email updates provide confirmation when each background process completes

Browser or Connection Issues Can Mask Confirmations

Sometimes technical factors prevent confirmation messages from displaying:

  • Page refreshes before confirmation appears

  • Slow internet connection causes timeout

  • Browser cache shows old version of page

  • JavaScript errors prevent confirmation popup from displaying

Even if you don't see the on-screen confirmation due to technical issues, the action typically still completed successfully on our servers, and you'll receive email confirmation.

What to Look for in Confirmation Emails

Sunset sends several types of confirmation emails throughout your journey:

Initial Setup Confirmations:

  • Subject examples: "Welcome to Sunset" / "Account Created Successfully"

  • When sent: Immediately after creating your account

  • What it confirms: Your account exists and you can log in

Document Receipt Confirmations:

  • Subject examples: "Death Certificate Received" / "Documents Uploaded Successfully"

  • When sent: Within minutes to hours of uploading

  • What it confirms: We have your documents and will review them

Verification Status Updates:

  • Subject examples: "Verification in Progress" / "Verification Complete - Search Starting"

  • When sent: When verification begins and when it completes (1-3 business days apart)

  • What it confirms: Your identity and the deceased's identity have been verified (or if there are issues to resolve)

Search Progress Updates:

  • Subject examples: "Account Search Update" / "Search in Progress for [Deceased Name]"

  • When sent: Periodically during the search process

  • What it confirms: The search is actively running

Account Discovery Notifications:

  • Subject examples: "Accounts Found for [Deceased Name]" / "Update: [Institution Name] Account Identified"

  • When sent: When we discover financial accounts

  • What it confirms: Specific accounts have been found and details are available in your Sunset account

Request Acknowledgments:

  • Subject examples: "Request Received: [Institution Name]" / "Closure Process Started for [Account]"

  • When sent: When you request account closure or fund transfer

  • What it confirms: Your request was received and is being processed

If you completed an action but haven't received the corresponding email within 24 hours, either:

  • The action didn't complete successfully (though this is rare)

  • The email is in your spam folder

  • There's an email deliverability issue (firewall, filter, etc.)

How Long to Wait for Confirmation

Different actions have different expected confirmation timelines:

Immediate (within seconds to minutes):

  • Account creation

  • Document upload

  • Information updates

  • Login

Short delay (within hours):

  • Email confirmations of uploads

  • Processing of submitted forms

  • Account status updates

Medium delay (1-3 business days):

  • Verification completion

  • Document review results

  • Search initiation confirmation

Longer delay (varies, 1-6 weeks):

  • Search results and account discoveries

  • Institution responses

  • Fund transfer completions

General rule: If an action feels like it should have immediate feedback (like uploading a file) but you see no on-screen confirmation, check your email within 24 hours for confirmation. If you see no email after 24 hours, reach out to support to confirm the action completed.

Troubleshooting Confirmation Issues

No Email Confirmation Received

If you completed an action but received no email:

  1. Check spam/junk folder - This is the most common issue

    • Look for emails from @hellosunset.com or containing "Sunset"

    • Mark as "Not Spam" and move to inbox

    • Add [email protected] to your contacts

  2. Check filtered folders (Gmail users especially)

    • Look in "Promotions" tab

    • Look in "Updates" tab

    • Look in "Social" tab

    • Search for "Sunset" across all folders

  3. Verify your email address

    • Log in to Sunset and check what email address is on your account

    • Ensure it's the correct email you're checking

    • Make sure you didn't mistype your email during signup

  4. Check email provider settings

    • Some corporate or institutional emails block external senders

    • School email accounts often have strict filters

    • Check with your IT department if using work email

  5. Wait a bit longer

    • Some emails can be delayed by up to 24 hours

    • Email server delays on either end can cause postponement

  6. Email support directly

    • If no confirmation after 24 hours, email [email protected]

    • Include: "I completed [action] on [date] and haven't received confirmation"

On-Screen Confirmation Appeared Then Disappeared

Sometimes you see a success message briefly, then the page refreshes and you're not sure what happened:

What likely occurred:

  • The action completed successfully

  • The confirmation displayed correctly

  • The page automatically progressed to the next step

  • You're now looking at the "what's next" screen

How to confirm:

  • Check if the action you took is reflected in your account (uploaded document appears, updated info is showing, etc.)

  • Check email for confirmation

  • Log out and back in to see the current state of your account

Completed Same Action Twice Due to Uncertainty

If you weren't sure whether something worked, you might have done it twice (uploaded the same document again, submitted the same information again, etc.).

Don't worry:

  • We keep the latest version of whatever you submitted

  • Duplicate submissions don't cause problems or delays

  • If you uploaded the same document twice, we'll use whichever is clearer or more recent

You don't need to contact us about duplicates unless you accidentally uploaded the wrong document the second time and want the first version used instead.

Dashboard Shows No Change After Completing Action

You uploaded a document or submitted information, but your dashboard looks exactly the same:

Likely explanations:

  1. Background processing: The action completed but the next step isn't ready yet (like verification is still in progress)

  2. Cache issue: Your browser is showing an old version of the page

  3. Action didn't actually complete: Less common, but possible if there was a technical error

What to do:

  • Refresh the page (Ctrl+R or Cmd+R)

  • Log out and log back in

  • Wait 24 hours and check again

  • Check email for status updates

  • If still unchanged after 48 hours, email support to confirm your action was received

Examples of Unclear Confirmation Scenarios

Example 1: Onboarding Completion

Sarah completed all onboarding steps - entered her father's information, uploaded his death certificate, and provided her relationship and authority. The final screen showed a basic dashboard with her father's name but no clear message about what happens next.

What Sarah should do:

  • Check email for "Verification in Progress" or similar message

  • If received, she's done - nothing more needed right now

  • If no email after 24 hours, email support: "I finished onboarding for Robert Peterson on November 5th. Can you confirm everything is in order?"

Example 2: Document Upload

Michael uploaded his mother's death certificate. He saw a loading spinner for about 30 seconds, then the page returned to the upload screen with the upload button still visible. He's not sure if he should upload again.

What Michael should do:

  • Wait 10 minutes

  • Refresh the page

  • Look for the uploaded document in any "Documents" section

  • Check email for "Document Received" confirmation

  • If no confirmation within 24 hours and document doesn't appear in his account, upload again or email support

Example 3: Information Update

Jennifer corrected her address in her profile, clicked "Save," and the page seemed to reload but showed no success message.

What Jennifer should do:

  • Navigate away from the profile page and back to it

  • Check if her new address is displayed (not the old one)

  • If new address is showing, the change was saved

  • Log out and back in to triple-check

  • If old address still appears, the change didn't save - try again

Example 4: Account Closure Request

David clicked "Request Closure" on a Chase Bank account, but after clicking, the page just returned to his dashboard with no obvious confirmation.

What David should do:

  • Click on "Chase Bank" in his account to view the specific institution page

  • Look for status change (should now say something like "Closure Requested" or "In Progress")

  • Check email for "Request Received: Chase Bank" confirmation

  • If no status change or email after 48 hours, email support to confirm the request was received

When in Doubt, Ask

The most important thing to remember: if you're unsure whether something worked, we're here to help clarify. It's always better to ask than to wonder or assume.

Email [email protected] with:

  • What action you took

  • When you took it (date and approximate time)

  • What you saw (or didn't see) afterward

  • What you're uncertain about

We'll check our system and give you a definitive answer about whether:

  • Your action completed successfully

  • What status your account is currently in

  • What (if anything) you need to do next

We're Improving Confirmation Clarity

We know that unclear confirmations create unnecessary anxiety during an already difficult time. We're actively working to:

Immediate improvements:

  • Add prominent success messages after every action

  • Show clear "You're done" confirmations when onboarding is complete

  • Display real-time status indicators throughout the platform

  • Provide more obvious visual feedback for uploads and submissions

Ongoing improvements:

  • Redesigning dashboard to clearly show current status and next steps

  • Implementing progress bars for multi-step processes

  • Adding in-app notifications alongside email confirmations

  • Creating a comprehensive status page showing exactly where you are in the journey

Until these improvements are fully rolled out, email confirmations remain your most reliable source of confirmation for completed actions.

Need Help?

If you're unsure whether you've completed a step, whether an action went through, what you should do next, or if you simply want confirmation that everything is proceeding normally, reply to any message from Sunset or email [email protected].

Include:

  • Your name

  • The deceased's name

  • What you're uncertain about

  • What you last did in your account

We'll review your account status and provide clear answers about where you stand and whether any action is needed from you.

Remember: During this period of interface updates, it's completely normal to be uncertain about confirmations. Don't hesitate to reach out - we'd rather confirm everything is fine than have you worry unnecessarily.

Did this answer your question?