The email notifications are triggered when the status is checked off in Point to display today’s date. These statuses are updated by doing the following:
- Log into Point
- Open your file
- Click on “Track” (Top menu bar)
- Click on “Status” under Track
- Scroll down and check the box next to the Status to be updated.
- Save and closed your file
Point will sync with Pulse (it does automatically every 15 minutes) and within 20 to 30 minutes the email will be sent out.