Document Contracts | Set From Name_Email Override

Document Contracts | Set From Name_Email Override

Software Updates

May 13, 2024 ● 2 min read

Document Contracts | Set From Name_Email Override
A small business owner can utilize the Enhanced Document and Contract Settings to personalize email notifications sent to clients regarding document signings, ensuring that communications reflect the business’s branding and professionalism, ultimately enhancing client relationships and trust.
Document Contracts | Set From Name_Email Override: This feature empowers businesses to personalize communication, maintain brand consistency, and improve team collaboration, leading to enhanced client relationships, increased trust, and streamlined communication processes.

⭐️ Why Does It Matter To Your Business?

  • Personalized Communication: Businesses can customize the From Name and From Email for each email notification, ensuring that communications appear personalized and professional.

  • Brand Consistency: Businesses can maintain brand consistency across all communication sent through the CRM, enhancing brand reputation and recognition.

  • Improved Team Collaboration: The feature also allows businesses to override the From Name and From Email for team notifications, facilitating seamless collaboration and ensuring that team communications are clear and consistent.

⭐️ How To Use Document Contracts | Set From Name_Email Override:

  1. Access the “Payments” tab from the left navigation menu, then click on “Documents & Contracts” from the upper navigation menu, then click on the Settings icon.

  2. Now click on “Customer Notification,” turn on the toggle, and change the From Name and From Email for customer-facing emails.

  3. Now click on “Team Notifications” and turn on the toggle. Change the from name and from email for internal emails.

This feature empowers businesses to personalize communication, maintain brand consistency, and improve team collaboration, leading to enhanced client relationships, increased trust, and streamlined communication processes.

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