Updating Company Email Settings

Tristin Himes -

Most of the emails we send out on your behalf can be easily toggled on or off. Email settings can only be accessed by a company team member with Admin permissions.

Follow these steps to customize your email settings:

Step 1: Click on Admin in the upper right corner then on "Company Settings" in the drop down menu.

Step 2: On the left hand side of the screen click on "Settings" under "Email."

Step 3: On the page that opens you should see all of your email settings. At the top of the page you can enter your General Company Address, Accounting Email Address and Monthly Invoice Email Address. You can also change which emails participants receive. Afterwards, click Save when you're done!

 

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Step 4: After entering your company email addresses, scroll down to determine what emails to send and to whom. In the left column you will see a condition/action and in the middle column, the ability to decide who receives an email notification. Lastly on the right, you will see "Preview" buttons. These are for you to see what the email looks like. 

Step 5: Click the downward facing arrows for each email and check who you would like to receive an email. You can check none, some or all of the options in the drop down menu. Do this for all of the emails and then click Save at the bottom of the page. 

 

There are 3 settings on this page that are different than the rest and they are explained below.

1) When you close an order and send an invoice to your client, you can choose where to receive emails if the client replies. You can choose to have the reply emails sent to your accounting email address or to the order owner.

2) Within each individual order there is a check box that triggers an automatic email to the notary after the scheduled signing reminding them to add a signing status. Whether the email is sent is on a per order basis and depends on if the box is checked. It should always be checked by default. You are able to control how much time should pass before sending that email to the notary on the email settings page. 

3) Lastly, it is up to you who receives an email any time someone responds to the notification. So for example, if the notary receives the confirmation email and clicks "reply" in their email, who would you like to receive their reply? The options are the general company address (entered in step 3 above) or the sender, which is the person logged into Snapdocs who clicked send. 

 

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