/
Follow-up Section
Follow-up Section
- Julian Castellanos
- Nicole Cockcroft
Owned by Julian Castellanos
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
, multiple selections available,
Related content
Notification email (staff only)
Notification email (staff only)
More like this
Follow-up Section - Communicating and tracking in a folder
Follow-up Section - Communicating and tracking in a folder
More like this
Notification Emails Explained
Notification Emails Explained
More like this
Manually sending missing documents email
Manually sending missing documents email
More like this
Alerts
Alerts
More like this
System tasks - Mandatory documents
System tasks - Mandatory documents
More like this