Content Comparison

...

1. Select Create New Task.
   

   

2. Click the Send Test Email button.
   

   

3. The Send Test Email window opens.
   

   

4. Select From Agent from the drop-down list. This is who the email is coming from.
   

   

5. Enter a borrower’s last name.

6. Click Enter or the search icon.

7. Select a borrower's name from the Application drop-down list.
   

   

8. Enter the address to which the test email will be sent in the To Emails(s) field.
   

   

9. Click Send to send the test email.

   

...

1. Open the Regular content editor. Created or edited content can be tested.

2. Complete the Test Email Configuration section at the bottom of the editor.
   

   

3. Select From Agent from the drop-down list. This is who the email is coming from.
   

   

4. Enter an application number.
   

   Image RemovedImage Added

   • This must be a valid application number for a lead.

   • When a lead is open in the

   application panel

   • Application Panel, the application number is available in the URL.
     

     Image Modified

5. Enter the address to which the test email will be sent in the To Emails(s) field.
   

   Image RemovedImage Added

6. Click Send Test Email to send the email.
   

   Image RemovedImage Added

7. Open the inbox where the email was sent to see the test sample.

...