Caresquare

Caresquare allows you to send emails directly from the platform, making it easy to contact suppliers, participants, or anyone related to a specific.

Sending Emails within Caresquare

How to set up Email Templates

When checking the delivery status of an email, you may see different status labels. Here’s what each one means:

Email Delivery Status Guide

In this article, we’ll walk you through the process of uploading and preparing a document for eSigning.

E-sign - Uploading and editing a document for signing

Learn how to send a document to a participant for electronic signing using Caresquare's Send for Signing feature. This guide walks you through selecting a template, adding recipients, reviewing the…

E-sign - How to send a document for Signing

When your Plan Manager sends you a document through Caresquare for eSigning, you’ll receive an email with a link to review and complete the document. You can fill in the…

E-sign - How to Sign and Complete an eSigning Document (for recipients/signatories)

Sending Email and Setting up Email Template

EMAIL SENDING 

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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