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If you want to send automated task-driven emails, we've got you covered, just check out this detailed article.
If you need to send transaction details and even documents to an individual transaction participant, a group of transaction participants, or a non-transaction participant, these are the quick steps.
Click on a transaction.
On the right side of the screen, click Email Now.
Default Message Content
By default, we populate all the generated content from the corresponding Sisu form. If the form doesn't have many fields, the default message content will only contain those form values.
The Send To drop-down allows you to select any of the transaction participants, or even Sisu users (i.e., [email protected]). We group your transaction participants and Sisu users; however, the quick search allows you to quickly search for your desired email participant.
Send To (Other)
In addition to Sisu users and transaction participants, you can email any email address.
To personalize either your form generated or email template generated email, simply personalize your direct email by typing in the Message content.
Direct emails can also use your email templates that are used in your task-generated emails.
To learn how to set up Email Templates that can be used in automated task-generated templates or your direct emails, check out this article.
Creating Links to Your Transaction Forms for Data Entry and Input Requests
Want to send off emails to agents and ISA after the actual Appointment Date to ensure that the Appointment Set date was entered?
For a detailed walkthrough on how to have your emails automatically insert a link to your specific transaction form, click here.
Send a copy of any transaction associated document attachment by selecting on the file. Your email participant will receive a link to download the provided document or file.