Follow-up Section

Owned by Julian Castellanos
Last updated: Dec 28, 2022 by Nicole Cockcroft
1 min read

In the follow-up section, agents are able to track all generated notification emails that have been sent from a specific file. They can also send emails through the follow-up section.

1. Select your file, click on documents & follow-up, find your notification emails for that file

 

 

2. Send emails including any involved participants of this file as a recipient

 

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