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Send Pooling Agreement via Email

Send Pooling Agreement via Email

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Aug 6th, 2022

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Simple guide on the way to Send Pooling Agreement via Email

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Choose a file you want to upload from the computer or integrated cloud storage (Box, Google Drive, or OneDrive).
Gain access to DocHub advanced editing features with a user-friendly interface and change Pooling Agreement in accordance with your needs.
Send Pooling Agreement via Email and save changes.
Quickly fix any errors prior to going forward together with your record export.
Download, export and send out or quickly share your document together with your co-workers and clients.
Come back to your document or create Templates to maximize your efficiency

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How to Send Pooling Agreement via Email

4.7 out of 5

34 votes

This video tutorial demonstrates how to update submission settings for agreements completed by salespeople. The operations manager will receive email notifications, and clients will receive a receipt of their agreement. To begin, access the correct form (e.g., the 21-day form). Navigate to "submission settings" and enable two essential options: notification emails and confirmation emails. Notification emails will alert the operations manager when a submission occurs, while confirmation emails will serve as a receipt for the client. Following these steps ensures efficient communication throughout the agreement process.

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