Message Quarantine
Overview The Message Quarantine feature works in collaboration with system generated emails where your firm can schedule tasks (such as generating monthly trust statement's) to be sent to cli...
Notifications
3 articles
Notification Templates
Overview The notifications feature is designed to automatically distribute templated messages in bulk such as emailing Invoices and Receipts to clients. Notifications can also be used internally...
Setting Up Notification Preferences
Overview Notification preferences allow your firm to control how and when system-generated messages are delivered to employees, clients, suppliers, and related entities. These settings help ensur...