Message Quarantine - User Guide
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Overview The Message Quarantine feature works alongside system-generated emails within Efimis. When firms schedule automated communications (such as monthly trust statements), these emails can b...
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Notification Templates
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Overview The Notifications feature is designed to automatically distribute templated messages in bulk. This includes: Emailing Invoices and Receipts to clients Internal notifications to sta...
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Setting Up Notification Preferences
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Overview Notification preferences allow your firm to control how and when system-generated messages are delivered to employees, clients, suppliers, and related entities. These settings help ensur...
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