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How to Send emails, get documents signed, and invoices paid

Updated: Mar 15

Our video below will walk you through the process of sending emails through Retreat Portal. These emails can be sent to program contacts and include documents to be signed and invoices to be paid. Emails can also be sent to all registrants of a program as a reminder email. Or personalized emails can be sent to the registrants of a program requesting them to pay a balance or sign a document.





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