Setting email automation
- Select .
- Select .
- Click the Setup tab.
- In the Compliance Documents pane, click Email Automation.
- Specify the options for the Enable Paperless Delivery and Disable Paperless Delivery fields.
- No Email: No email is sent if paperless delivery is enabled.
- Automatic Email: An email is sent automatically if paperless delivery is enabled. If you select this option, specify a template in the Email Template field.
- Click Save.