We have a fantastic notification system that lets you know when a client has signed their Letter of Engagement (LOE)

It's a great moment and it's a huge win for your business, so we receive a few requests asking for an email to be generated back to you alongside the Notification. 

At Engager we're trying to keep your inbox to clients comms only and so we'd recommend getting accustomed to the Notifications feature - both the alert and the Grouped Summary. Don't forget, you can add more users onto the Notification settings also, so everybody gets the alert. 

Workaround for those that want an email

What we would recommend as work-around, would be to include a note in your  automatic email 'automatic email with signed LOE' - something that leads the client to respond to you once done - 'If you're happy to go ahead, please Review and Sign and let me here by replying to this email'

It's not pretty but it works for a lot of people and you'll get the email back as required.

Set this up in Settings - Communication - Message Templates - locate the automatic email with signed LOE' email and insert your message there.

Notification Best Practice - Check throughout the day

Spend a little extra time reviewing all notification settings to make sure you're working efficiently and taking action when needed. 

From here you'll have control over who gets informed about what, so take your time adding your staff to the most important notifications. As an example, I would want ALL staff to know if a client has signed their LOE

Select your chosen staff from the drop down and then Save

I've lost track of my notifications 'I'm worried about missing something'

We've got you covered. We've built you a hand summary page for all notifications, grouped by relevant notification type, from LOE's signed, Documents sent or even a Task has been assigned to you to complete. 

Click on your Notification Bell Icon

Then towards the bottom, you'll see 'show grouped summary'

And voila - here's you summary!