#Workflow automations

Using Message Template

February 8, 2023 · 3 min

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Streamline sending messages about repetitive tasks: welcome messages, uploading documents, requesting e-signatures, reviews, etc.
You can use templates to send one-off messages or to send them in bulk to as many clients as you need.
You can add client tasks inside the message template.
https://help.taxdome.com/article/226-client-tasks

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