How do 'Account Automation' features work?
Account automations created by customers will apply to all recipients on the account by default, but will allow users to define individual recipient settings. These automations are intended to speed up mail processing for customers by setting up our system to take certain actions on your mail immediately, rather than having to request those actions manually.
Setting up account automations
Go to the 'Settings' tab (gear icon) > Account Automation
From here, customers can edit the settings on the three (3) default automations that are setup: Auto-scan, Auto-shred or store, and Auto-check deposits. Customers can also setup and manage individual recipient automation settings.
Individual account automation: recipient settings view
Here customers can delete or manage automation settings for individual recipients.
🙌 Note: Customers can also automate the handling of mail delivered to unassigned recipients on the account.
Automatically scan delivered mail: example
That’s a Wrap!
How to reach us:
Customer support team via email: firstname.lastname@example.org.
Or call us at (210) 802-5211, Option 1, between 8:00 AM - 5:00 PM CST.
Customer feedback channel
At Earth Class Mail, a LegalZoom company, we take your customer satisfaction seriously. We continuously analyze customer feedback and work towards creating the best possible experience for you.
🙋 Have feedback for us? Please reach out: email@example.com.