Team Member Email Notification
The Teams feature in Agreement Express allows multiple people in one team to approve transactions. When members of this team do not receive email notifications, it is easy for actions to slip through the cracks! An email notification will help ensure these team members are made aware that they are next in line to sign.
Workflows set up with approvers also need reminders to approve transactions. This functionality will send an email notification to the approver, letting them know a transaction will not move forward without their approval!
Team members can now be alerted via email when it is their turn to sign or approve a transaction:
Here’s a sample of the Company admin setup:
The Flow is Administrator → User Admin → Teams:
Everyone who is selected is part of the team, and the Email Notifications toggle indicates that a subset of the users will be emailed when the team needs to sign/approve a Transaction.