Admins can choose to be notified via email whenever an agent adds a document to a transaction.
Subscribe to Notifications
To subscribe to these notifications:
1. Click [PERSONAL PROFILE].
2. Check "Receive notification when agent adds document"
3. Click [SAVE] to complete the process.
Email Notification Triggers
Now, whenever an agent adds a doc to a transaction, you’ll receive an email notification. When admins add a doc, anotification email willnot be sent.
The email notification will be triggered whenever a document is:
- Uploaded directly into a transaction
- Assigned from Unassigned docs to a transaction
- Broken apart on a transaction
- Merged on a transaction
This feature is available to master admins and admins with the “View All Transactions” permission. Learn more about permissions here: Setting User Permissions >>