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Steps To Add New Location For Your Agency

Adjust settings for adding a new location for someone else to have the notifications, email templates, document templates related to the new location

Step 1: Add the Location in Global Settings

  1. Navigate to:
    MORE → GLOBAL SETTINGS → AGENCY DETAILS → Language and Locations 
    global_settings_screen
    agency_details
  2. Add your new location(s).
  3. Click Save.
add_a_new_location
Step 2: Update Your Applications

Depending on how your location question is set up, new locations should automatically appear as options on your client and/or candidate applications.

To confirm:

  1. Open your Applications.
  2. If the new location is missing, click Edit on the location question and manually add it.
    application_settings
  3. Ensure the location condition is enabled:
    • Open the section settings
    • Click Conditions
    • Confirm the correct location is selected.

conditional_settings

location_conditions

Step 3: Update Notification Settings

  1. Go to:
    MORE → GLOBAL SETTINGS → NOTIFICATIONS
    notifications
  2. Review each notification type to ensure the correct email addresses are assigned for the new location.

See example:

For Application Notifications

  1. While logged in as an admin, open your Application Form.
  2. Click the Edit settings button under the application title.

    application_settings
  3. Select Notifications.
    notification_settings
  4. Add or adjust notification recipients as needed.

Important Tip:

There are multiple notification settings throughout Global Settings. We recommend reviewing each tab to ensure the new location is fully configured.

Step 4: Update Email Templates
  1. Go to:
    MORE → EMAIL TEMPLATES
    email_templates
  2. To create a version of a template for the new location, duplicate an existing one:
    • Click the pencil icon → Duplicate.
      edit_template
    • Once you duplicate it, it will show up on your email template lists.
  3. Edit the new template:
    • Adjust the template content
    • Select which location(s) the template applies to
    • Update the sender email and reply-to email if needed
Step 5: Update Document Templates

Document templates work the same way as email templates.

  1. Duplicate an existing template using the pencil icon, or create a new one from scratch.
  2. Update:
    • The template content
    • Which location(s) it applies to
    • Notification recipients (who is notified when the document is signed)
Step 6: Pricing

If you have different pricing for each location, go to MORE→ GLOBAL SETTINGS→ CLIENTS→ Price Manager.

From there, you can open up each price by the pencil icon, create a new price and have it be based on location.

Example: