How to Secure Your Emails - Encryption Services
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What you can do: Create Documents in the AI Writer Create and send agendas and follow-ups in one click using the latest tech, AI Writer. Check out the video to see what we mean: How: Step-by-step directions on how to do that: 1. Navigate to ...
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What you can do: Send emails from Pulse360 using your email When you connect your email with Pulse360, it will send emails using your email address. These emails will sit in your Inbox. How: Step-by-step directions on how to do that: 1. Navigate to ...
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What you can do: Attach Files to Emails You can attach different files to note templates or emails and send them to your client directly from Pulse360. Before you attach, upload the documents you frequently use into Pulse360 and get quick access to ...
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What you can do: Keep Track of Your Practice/Meetings In 360 View, you can keep the track of the events you have scheduled, notes you've added to contacts, and recent documents sent to your clients. Check out the video to see what we mean Events ...
How to Add a Default BCC
What you can do: Default BCC BCC (Blind Carbon Copy) allows you to send copies of an email to other people without the recipient being able to see someone else got a copy of the email. You can set up a default BCC in Pulse360 as well as a one-time ...