E-mail notifications for your contacts

How do notifications and follow-ups work? Superdocu helps you free some time: avoid sending e-mails to request documents manually and let us do the magic. Which notifications and follow-ups to you send? We send several e-mails to your contacts, so that they keep send their info and documents, and keep them up-to-date: An invitation e-mail for them to access their personal space and send their info Reminder e-mails in case of missing documents or if intake forms aren’t filled. Notifications for files that are about to expire or expired Notifications if a document or info has been rejected: if you reject a piece of data, your contact will receive an email with the reason why you rejected it, and invite your contact to modify its information. Can you send a manual follow-up? Yes, you can do that from the contact page or from your dashboard. How do I set reminders? You can change reminder parameters inside your workflow settings and change the offset, frequency and number of reminders sent before dropping a contact. You can also personalize the e-mail content directly in your settings or in the workflow’s settings.

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