Sarah Mortimer

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Activity overview

Latest activity by Sarah Mortimer
  • Sarah Mortimer created an article,

    Product Release Updates 2021-06

      14/6/2021  Changes to email notifications for cases. More details surrounding this change and how agents can update their email preferences can be found here.  The e-signature PDF template ed...

  • Sarah Mortimer created an article,

    Creating and using checklists

      Summary The way to create and manage checklists is within the case menu screen. New features include being able to create a checklist item for an e-signature document and send that document from ...

  • Sarah Mortimer created an article,

    Changes to Email Notifications 2021-06

      NOTE: The changes below references using cases within Nivo. If you do not feel you are using cases effectively, or have not started using cases in Nivo, please join our Customer Success team on t...