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  1. In order to work with notifications, navigate to System → Notifications → General Notifications

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2. The notifications are divided into logical sections. In each section tick the notifications you'd like to enable/disable and then press this section's Enable/Disable button. 
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3. Click the Change settings button next to the notification you'd like to customize.

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4. Tick the Send Email or Send SMS option to choose whether you'd like to send out emails, texts or both to the borrowers.

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5.1  Edit any part of the notification you need to be changed in this window. 

  • Edit the subject line and body of the email;
  • Edit the automatic greeting;
  • Edit the automatic signature;
  • Add Merge Fields to your notification (learn more about Merge Fields and how to work with them here);
  • Add automatic attachments to the notifications;
  • Preview the changes;
  • Create separate texts for SMS and email notifications.

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6. Click "OK" at the bottom of the page to save the changes that were made to the notification. 

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