Navigate to Settings > Notifications to review or edit your default notifications.

• Select the Template — Choose which notification you want to configure
• Email or SMS Checkboxes — Check to enable or leave unchecked to disable
• Recipients — Where the notification is sent
• Sends — What triggers the notification
• Email CCs and BCCs — Add an email to receive copies when notifications go out
• Template Variables — Dynamic fields that populate with real data
• Email Template — Body of the email and editing toolkit
• Email Attachments — Add attachments to your email
• SMS Template — Body of the SMS message (keep concise to reduce costs)
• Test Notification — Send a test email with sample data
• Sent Notifications — View history of notifications sent
• Save — Remember to save after making any changes!

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Tip! Review all default email and SMS notifications before adding organizations. When you add new organizations, they will automatically use these default notifications.

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