Admin Posted April 28, 2022 Share Posted April 28, 2022 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. Quote Link to comment Share on other sites More sharing options...
Join the conversation
You are posting as a guest. 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.