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The Content Library is in BETA testing. The product interface and images are regularly updated to ensure that the latest enhancements are documented. Some screenshots may not be in sync due to ongoing changes. |
Description
Sending a test email when creating content for clients ensures accuracy and professionalism. It allows users to identify any potential issues or errors before the final delivery, thereby providing a seamless and successful client communication experience.
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How to Send a Test Email with Existing Content
Select Create New Task.
Click the Send Test Email button.
The Send Test Email window opens.
Select From Agent from the drop-down list. This is who the email is coming from.
Enter a borrower name.
Click Enter.
Select a borrower name from the Application drop-down list.
Enter the address to which the test email will be sent in the To Emails(s) field.
Click Send to send the test email.
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