Digital documents can now be sent to clients automatically! When clients schedule specific appointments this can trigger Wylie to automatically send the client the associated digital documents before, or after, the appointment, or at the time of scheduling.
To learn more about this feature click HERE.
Article Number: 57
Author: Oct 15, 2024
Last Updated: Oct 18, 2024
Online URL: https://help.wyliebiz.com/article.php?id=57