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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 → BUSINESS DETAILS
  2. Add your new location(s).
  3. Click Save.
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.
  3. Ensure the location condition is enabled:
    • Open the section settings
    • Click Conditions
    • Confirm the correct location is selected.

Step 3: Update Notification Settings

  1. Go to:
    MORE → GLOBAL SETTINGS → 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.
  3. Select Notifications.
  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
  2. To create a version of a template for the new location, duplicate an existing one:
    • Click the pencil icon → Duplicate.
    • 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: