TURN ON - Document Follow Up

Insert the first name and email address of the client you would like to receive a weekly ​document follow up reminder. 

Important

1. You must insert both a name and valid email
2. You can insert multiple emails and contacts. For example, if there is a Sponsor and Applicant, you can insert the name and email of the sponsor first. Once submitted, refresh the page and then submit the name and email of the Applicant. From here, both the Sponsor and Applicant will receive the weekly follow up email.
3. Any contact can select to stop receiving these emails by clicking on a button contained in the body of the email.

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TURN OFF - Document Follow Up Sequence

Insert the first name and email address of the client you would like to stop receiving a weekly ​document follow up reminder (i.e those that have now provided their documents and no longer need to be reminded)