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New Feature: Digital Intake Notifications


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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.


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