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This video tutorial demonstrates how to update submission settings for agreements filled out by salespeople. As the operations manager, you'll receive an email notification when an agreement is submitted, and the client will receive a receipt of their agreement. To begin, ensure you are editing the correct form, such as the 21-day agreement. Access the submission settings and enable two key options: notification emails and confirmation emails. The notification emails will alert you that a salesperson has submitted an agreement, while confirmation emails will serve as receipts for clients.
