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How to create an automated welcome email for a handbook
How to create an automated welcome email for a handbook

Automatically email employees who are given access to a handbook.

Vanida avatar
Written by Vanida
Updated today

Step 1: In the admin dashboard, click the three dots in the top-right corner of a handbook.

Step 2: In the dropdown menu, select "Settings".


Step 3: Scroll to the bottom "Automated welcome emails" section and enable the toggle is be set as on.

Step 4: Click the "Customize" link beside the toggle to edit the welcome email.

Step 5: A pop-up will appear where you can use the default text for the email's subject line and message body or insert your own.

Step 6: When you're finished, click "Save changes".

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