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Overview The User Group is used to assign Alerts to multiple users. Set up User Group To access the User Group settings, click on the Gear icon in the upper right corner of the screen. Under the General section, click on Profile Lists . On...
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Last Updated: 05/12/2021 in Onboarding Setup
How to set up alerts in the system when users change statuses on a document and more!
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This video demonstrates how to send an alert a user when an action is performed by another user.
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Our free webinar on Wednesday, July 1st at 2pm ET for a webinar about our CRM Features. Topics Include: Roles & Permissions, Alerts, Activities, Events, Activity Tracking and Reporting.