Emails and Branding
How to brand your platform
This guide will introduce you to each organisational setting on your platform. The benefit of Immediation is that you can rebrand your platform to make it consistent with your branding. Through a few simple configuration steps you can give your clients the impression that your system is professional and custom for your business . Before diving into the documentation, you can watch this video for an introduction. https://www.tella.tv/video/branding-your-platform-guc6 (https://www.tella.tv/viFew readersHow to edit email notifications
This guide will show you how to edit the email notifications on your platform. Your platform can send automatic or manually invoked email notifications for certain activities. These can range from sending automatic reminders that a ranking process is about to expire to emailing panellists their annual invoices. You edit the title, subject, and email body contained within these templates so that they are configured to the way you do business. Before diving into the documentation, you can watchFew readers
Intake Forms
How to configure and edit an Intake Form
This guide will help you understand how to edit and configure an intake form. Before diving into the documentation, you can watch this video for an introduction. https://www.tella.tv/video/customizing-intake-forms-ea8vFew readersHow to use your Generic Intake Form Template
This guide will help you understand how to use your generic intake form template. All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with templated 'intake form' and 'evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This docFew readersHow to use your Generic Evaluation Form
This guide will help you understand how to use your generic evaluation form template. All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with ' intake form' and ' evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This documentFew readers
How to configure your Reference Library
A reference library is a public area where you, as an administrator, have full access to upload documents, while all participants in every case your organization handles can view them. For example, it can store generic templates or government brochures explaining the mediation process—documents that are consistently shared with all participants in every mediation. Watch this video to understand how to enable and use it - https://www.tella.tv/video/accessing-your-reference-library-8q9g (httFew readersHow to hide public profiles with no photos
In some cases, you may want to hide public profiles without photos. If most of your panelists don’t upload photos, it could make your panel list appear incomplete. Watch this video to learn how. https://www.tella.tv/video/hiding-public-profiles-with-no-photos-hu3rFew readersHow to Setup Invoice Notification Reminders
Immediation allows you to set up invoice notification reminders. Watch this video to learn how. https://www.tella.tv/video/automatic-invoice-reminders-5c99Few readers