When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry
8 months ago
in Messaging
0
Future consideration
Customize email that is sent to clients when they receive a new secure message
Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest
7 months ago
in Messaging
0
Future consideration