Email Notifications

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Brokers will have access to a comprehensive view of all email notification records sent to clients.

Brokers can perform the following functions:

1. User Roles and Permission Dropdown List

   
2. Status Filter

   
3. Search Bar

   
4. Refresh

   
5. Batch Delete Email

   
6. Preview Email

   
7. Edit Email

   
8. Duplicate Email