- Click on the gear icon (
) in the upper right corner of the top bar - Go to Settings
- Select Procedures in the left menu (see Worksheet)
- Navigate to the procedure step you want to adjust and click on the pencil (
) - In the section Mail Notification you can choose to which recipients you want to send a notification
- Representative: sends a notification to the representative. You can view the representative on the debtor sheet. If necessary, add Conditions
- Representative's responsible parties: this is the supervisor, defined by the export of your accounting platform. This option only appears when the checkbox for Representative is active
- Add new recipient: click here to add more recipients (with name, email, language)
- Choose a template. If you do not have a dedicated template yet, please create a new one in Settings > General templates
- Click on Save
View our related article: How do I create a new template?