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This video tutorial explains how to update submission settings for an agreement form. Operations managers will receive email notifications when salespeople fill out the form, and clients will also receive a confirmation email. To begin, access the specific form you need to edit—such as the 21-day agreement. Navigate to the submission settings and enable two key features: notification emails and confirmation emails. The notification emails alert the operations manager of new submissions, while the confirmation emails provide clients with a receipt of their agreement. Follow these steps to ensure the process runs smoothly.
