If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Auto-Reply to Clients

KellyKelly Posts: 30 ✭✭✭

I would like to suggest an auto-reply that can be customized and saved as a template to be sent to clients after they upload their documents. Currently, I am sending an email to each client to acknowledge receipt of their documents and most are requesting confirmation. This has been very time consuming and should be automated.

5 votes

New Idea · Last Updated


Sign In or Register to comment.