Overview
Associations can set up automatic emails that will be deployed as the status on a risk management report changes.
Instructions
Step 1:
- From your association dashboard, click on "Association"- "Risk Management"
Step 2:
- Locate and click on the "Settings" button:
Step 3
- For the risk management requirement that the automatic email is being set up for, click on the ID number of such requirement:
Step 4
- Click on the button for Automatic Email Setup for the selected requirement:
Step 5
- Select the appropriate requirement status from the dropdown list and then enter your text for the "Email Subject" and "Email Body"