This is usually when the client has created their account using a different email address to the one they gave you. Double check the email address with your client and ensure they are the same.
If you delete a task from your dashboard, we will remove all data attached from our database. If you archive a document, it will simply be moved to the archived table of that tasks dashboard and it can be retrieved should you need to revisit it at a later date.
When you are onboarded to the platform, we will ask for a generic branch email address. We recommend using an email address that the whole team can access, ensuring that everyone receives important documents and notifications sent by us.
To change your branch’s email address, navigate to the “My Profile” option in the top right dropdown of your dashboard.
Each products has a bell icon on the far right of their dashboard which will enable you to turn on and off ongoing automatic reminders (both email & SMS) should this be required.
Should you need to manually send a reminder to your client, click ‘send reminder’ using the bell icon on the dashboard and we will resend an email/text notification for this specific task.
Yes you can amend a clients email address for all of our products by typically using the Edit button associated with that task.
