Document/Contracts - Set From Name/Email Override!
Enhanced Document and Contract Settings in Gold Star Pro
Gold Star Pro has introduced a significant upgrade to its documents and contracts settings, offering enhanced functionality and customization. This article walks you through the new features, providing step-by-step instructions on how to configure them.
New Features Overview
The latest update in Gold Star Pro focuses on enhancing the documents and contracts settings. This upgrade brings two main features:
Configurable "From Name" and "From Email": Customize the sender's name and email address for all email notifications related to documents and contracts.
Team Notifications Customization: Override the "From Name" and "From Email" for team notifications.
Configuring "From Name" and "From Email"
Previously, the sender's name and email for documents and contracts notifications were limited to the default settings of the active user. With this update, you can easily customize these details. Here’s how:
Navigate to Settings:
Go to the documents and contracts settings in your Gold Star Pro account.
Locate "From Name" and "From Email" Fields:
In the settings menu, find the fields for "From Name" and "From Email".
Enter Custom Details:
Input the desired name and email address that you want to appear on notifications.
Save Changes:
Ensure to save your changes to apply the new settings.
Customizing Team Notifications
In addition to the individual notifications, you can now customize team notifications. Follow these steps:
Access Team Notifications Settings:
Within the documents and contracts settings, locate the section for team notifications.
Override Default Settings:
Enter the custom "From Name" and "From Email" details for team notifications.
Save and Apply:
Save the changes to ensure that all team notifications reflect the new sender details.
Keeping Up with Updates
To stay informed about the latest updates and changes, make sure to check the change log regularly:
Locate Change Log:
Click on the speaker icon in the top right-hand corner of the settings page.
Review Updates:
Browse through the change log to see all recent updates and enhancements.
Conclusion
These new features in Gold Star Pro simplify the process of managing document and contract notifications, offering greater flexibility and customization. By following the steps outlined above, you can ensure that all notifications sent from your account display the appropriate sender information, enhancing your professional communication.
