Jump to content

New Feature: Digital Intake Notifications


Recommended Posts

Now, when a digital intake form is submitted for your firm, you can get a staff notification email & SMS (text) notification.

Step 1: Enable Notifications

To enable notifications for each employee that a new intake form has been submitted, open their employee profile and check the box:


Now, when a digital intake form is submitted, selected employees will get an immediate SMS and Text notification with a link to open the submitted form.


Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Create New...