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  1. Load the existing provider record if you have one already created in the system, refer to the instructions on How to Load a Provider Record. If there is no existing provider record yet in the system, you need to create one: How to Create or Add a New Provider record. NOTE: Make sure that the email address is added in the provider details under the Email field.

  2. After loading or after you’ve added the new provider record, assign a role to it as a Communication Sender. Refer to the instructions on this article on How to Assign a Role to a Provider. You should now have a provider record with a role as a Communication Sender in the system.

  3. With that provider record created/updated with that Communication Sender as a role, when you go to the Communications menu, you should now see that provider name under the From : field as one of the options.

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