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System Release: Weekly Email Report Gets a New Look

Posted by Gretchen Lynn

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8/17/15 11:04 AM


 subscription and enterprise users receive a weekly email report every Monday including a digest of the previous week's orders and upcoming deadlines for the next 20 days.  For those of you receiving the weekly report, this week was its swan song.  Starting next Monday, August 24th, users will receive the new report moving forward. 

For folks who are not set to receive the weekly report, you will continue to see the same email format updating you every step of the way with your order's progress and tracking.  

New Look

In an effort to clear the clutter and true but useless information in the reports, recipients will now see a consolidated "Transaction Summary" for any completed and pending orders* from the previous week.  Rather than including all deadlines approaching in the next 20 days, the system will display the "5 Most Valuable Upcoming Deadline(s)."  Using zlien's algorithm, the valuable deadlines are determined based on dollar amount and deadline proximity.  

*Pending orders represent any order that has not yet been marked as "Completed."  An order will be marked as completed once the documents have been mailed through our mail partner and/or the recorded copy has been returned to us and uploaded to your account. 

Check out an example of the new email layout below: 


Topics: Product Releases