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Certificate Manager

Certificate Manager notifications

You can create personalized email notifications to customers about their certificates.

Main components of a notification

  • Template:
     A template's the email you want to send to a group of customers. You can edit the email subject, sender, sender email address, and message. You can use placeholder values, such as contact names, to further personalize the message.
  • Schedule:
     This options gives you the ability to create schedules on a daily, weekly, monthly, or yearly basis for sending email notifications.
  • Filters:
     Create filters to target email notifications to specific recipients. Filters are conditional statements joined together by AND operators (for example, contact state is MA AND certificate expiration date is next 30 days). Filter fields are available for contact, certificate, customer, and company.
  • Preview and Send:
     Each notification gives you an option to preview the email layout, and then send if you're satisfied with the look.
  • Notification History:
     See when and to whom you sent email notifications.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Sub Product: Certificate Manager

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