Allow SMS notifications
- Debby Gibson
- Tristin Adam
SMS notifications can be sent in addition to emails that have been sent by the Nimbus system. The SMS are sent every 1/2 hour between 9am - 5pm (based on the location of the practice).
To receive SMS notifications, Staff or Contacts must have a valid mobile phone entered into their contact details in Nimbus and tick Allow SMS Notifications.
Types of SMS notifications:
Trigger for SMS | Email Sent | SMS content |
|---|---|---|
Email job has been sent for approval | Approval Request | A Nimbus Email Job is awaiting your approval |
Client has submitted a webform checklist | Client Submitted Checklist | Client <Client Code> has submitted a Nimbus checklist |
Client has uploaded a document to the client portal | Client Upload Notification | Client <Client Code> has uploaded files for your attention |
File has been published to a new client | Client Welcome with Files | Please see welcome email from <Practice Name> to access your files |
Email job is sent to client(s) | Email Job | You have received an email from <Practice Name> |
File conversation has been added to a file | File conversation | A file conversation notification has been emailed to you by <Practice Name> |
Client has updated their details in the client portal | New Client Details | Client details for <Client Code> have been updated in Nimbus |
File has been published to the client portal | Upload notification | Files from <Practice Name> are ready for download |
PDF for signature has been published to the client portal | Upload Notification Signature Required | Files from <Practice Name> are ready for signature |