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Previewing your Reminders

Updated over 2 weeks ago

How to send yourself a test reminder to review the format.
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send preview1.png


​Log in to CreditorWatch Collect, select the relevant Organisation

  1. Enter Workflows

  2. Enter your default Workflow

  3. Enter the Reminder you want to preview

  4. Click Send Preview

  5. Enter the email you want to send to users then 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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