How do I set up email notifications?

valid8Me gives you the option to enable email notifications per user on your onboarding portal. This feature will allow you to keep track of all client notifications as they happen.

 

Tip: You can enable email notifications for all users on your valid8Me onboarding portal. Never miss a task, notification or reminder again.

 

You can receive Email Notifications on the following:

  • If you receive an inbound notification from a client
  • Reminder on an out-of-date document
  • Reminder on a document that is outside of the mandated issue date
  • Reminder on a risk case review date
  • If you have been assigned as a form owner
  • If you have been assigned to a page on a form

 

How do I set up Email Notifications? 

In this example, we are going to set up an Email Rule that will send an email notification when a user on your valid8Me onboarding portal receives an Inbound Notification from a client. 

To set up Email Notifications, access the Rules Library on the left-hand panel. Then, go to Emails in the top menu and click on Create in the top right corner of your screen.

 

From here we need to create our Email Rule: 

To set up Email Notifications, start by selecting an Email Type from the dropdown menu. For this example, let's choose "Inbound Notification." Next, choose the Users who should receive the email notifications. Once you have selected the users, click on "Add Users" and then click on "Create." This will successfully activate email notifications for you and your team. Now, you and your team will receive timely notifications to stay updated on all important tasks, reminders, and notifications.

 

 

Your email notifications have been successfully activated for you and your team. Now you and your team will receive timely notifications and stay updated on all important tasks, reminders, and notifications.

 

If you need any further assistance with this process please email our Support team at support@valid8me.com