How to Set Up Automated Emails

Learn how to configure automated emails in PortPro using Notification Rules.

Details

This video tutorial walks through the steps to set up automated email notifications in PortPro:

Steps Covered in the Video:

1. Navigate to Notification Rules from the Settings menu.

2. Create a new rule or edit an existing one.

3. Select the event trigger (e.g., Load Delivered, Invoice Created).

4. Specify the recipient (internal user, customer, or driver).

5. Customize the email subject and body if needed.

6. Save the notification rule.

Need help troubleshooting or testing an automated email rule? Contact Support.