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Send a preview reminder
Send a preview reminder

How to send yourself a test reminder to review the format.

Updated over a year ago

Log in to CreditorWatch Collect, select the relevant Organisation

  • Enter Workflows 

  • Enter your default Workflow

  • Enter the Reminder you want to preview

  • Click Send Preview

  • Enter the email you want to send to users the click Send preview

  • (It's best to send the preview to your personal email, otherwise you are sending to and from the same address)

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