Partner Zone

Client Portal Templates

Contributing User
6 Posts
Contributing User
Contributing User




Client Portal Templates

It would be good to be able to set up a template for notifications on the client portal.

Currently you can set up a template for only those items you send that need a signature.

It would be great to set templates up too for correspondence that doesn't require a signature, but you still wish to notify the client. Be good for regular type mail such as changes to PAYG instalments or even Notices of Assessment.

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