Billy sends 3 types of emails to keep users informed of what is going on in their account:
Sometimes Admin and Standard users (Read Only users don't get any emails) don't always want all of them. Setting up email rules in your email provider settings gives you control over which emails you don't want to receive.
Depending on your email provider, the steps you need to take will vary. Talk to your IT team about how to set these inbox rules up using the email subjects and from email addresses listed below.
Email Subjects and From Email Addresses to Set Up Inbox Rules
Admin/Standard users need to set up rules to "stop" whichever of the below emails they do not want to receive. We have provided the subject names and email addresses these emails come from so you can create these rules.
IMPORTANT: In the below subjects, enter "YOUR COMPANY NAME" exactly how it appears in the top right of your Billy account name.
Below are the 3 emails Billy sends. If you don't want to receive the email, you can set up an inbox rule according to the instructions below to delete or move the email to a particular inbox folder.
PRO TIP:
Billy cannot send emails to only the projects a particular user is responsible for.
Vendor Document Upload Notifications
Any time a vendor uploads a document, an email is sent to every Billy user.
Subject: "[billy] Document Uploaded for"
From: "Billy" <no-reply@billyforinsurance.com>
Here is what this email looks like:
Weekly Account Digest
Subject: "[billy] YOUR COMPANY NAME: Weekly Status Update"
From: "Billy" <no-reply@billyforinsurance.com>
Here is what this email looks like:
Contact Update Notifications
Subject: "[billy] Contact Update Requested from"
From: Leave this blank. This can come from any email address.
Here is what this email looks like:
If you have any questions, please use the in-app chat to reach out to our team!