[Advisors] Managing Emails You Receive
Only Advisors can access and manage notification emails. Admin and Analyst users do not have email management permissions to edit these.
Customize all of your email settings by visiting Account Settings > Emails & Notifications> Advisor Notifications.
Note that Advisor Notifications are located down the page, but you are also automatically a Bcc recipient on all client notifications at the top of the page.
Please note that the Recurring Payment Receipt cannot be turned off, as this is due to compliance and regulatory requirements to ensure the client receives a receipt for payments. Clients can turn this off from within their registered account settings.
Managing Your Notifications
To get started customizing all of your email settings, visit Account Settings, Emails and Notifications under your top-right drop-down menu in your account:
Client Notifications are located at the top; however, you are already BCC'd on those. To manage your emails, head down to Advisor Notifications.
There are several emails you can receive by clicking on the toggle to green. Some are shown below:
Some settings have a specific number of days you can set for those emails to send, while others offer an area for messages. These are located in the gear icons to the right of them, respectively:
Note: The Document Signed notice will send you a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained!
Notification Recipients
To send any email notifications to one or more recipients on Client Notifications or Advisor Notifications, enter the emails under Notification Recipients for carbon copy(CC) or blind carbon copy(BCC) areas, then click Add.
To remove a recipient, click the X button next to their listing!