Getting Started/Setup

Connecting Your Email Address (Onboarding Wizard)

 

The following video demonstrates how to connect and verify your email address, add a signature, and send your first emails using Hearsay Mail.

 

Administrators can require email signatures to be approved before agents or advisors send emails. This provides increased compliance coverage. Admins can enable this feature by going to Organizational SettingsMailBlock onboarding emails until signature is approved. Once enabled, advisors can continue to navigate within Hearsay Mail but cannot send emails until their signatures are approved.

 

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