Setting Up Your Loan License Portal

Loan License Overview ⇨ Loan License Administrators ⇨ The Loan Manager Portal ⇨ Setting Up Your Loan License Portal

 

The Loan Portal allows gives you the option to configure Notification emails and the details users see in the automated emails that get sent out.

If you haven't yet set these up you will see this as a number against the Setting's item on your dashboard. If you hover over the notification you will see a summary of what needs your attention.

 

Notifications
 

Once a week we will send an email telling you about any Loans that need to be actioned. You can set who gets these emails by configuring Notifications.

Configuring Notifications

 

 

Email Details

As you invite, approve and extend Loans automated emails are sent to users. You can change the email used for the 'reply-to' option. And personliase your institution details so that users know who the email has come from, and can reply to you.

Configuring Email details



Templates


Several different automated emails can be triggered through the Loan Portal.

View Email Templates

• Related Articles

• The Loan Manager Portal

  Loan License Overview ⇨ Loan License Administrators ⇨ The Loan Manager Portal    Related Topics -  First steps - Setting up your Loan License Email Templates Overview  Visit loan.sonocent.com(Full link: https://loan.sonocent.com)     Log in using the ...

• Loan License Administrators

  Loan License Overview ⇨ Loan License Administrators Our Loan Licence Manager is the easiest way to manage multiple loans of Sonocent Audio Notetaker software for Windows and Mac as well as giving users access to our Sonocent Link mobile app.  From ...

• Loan Extended Template

  Loan License Overview ⇨ Loan License Administrators ⇨ The Loan Manager Portal ⇨ Setting Up Your Loan License Portal ⇨ Email Templates ⇨ Loan Extended Template

• Loan Approval Template

  Loan License Overview ⇨ Loan License Administrators ⇨ The Loan Manager Portal ⇨ Setting Up Your Loan License Portal ⇨ Email Templates ⇨ Loan Approval Template

• Loan License The Admin Process

  Loan License Overview ⇨ Loan License Administrators ⇨ Loan License The Admin Process     Using the Loan Manager Portal invite student(s) to use your Loan License     Student Receives the invite email     Student activates Audio Notetaker and gets an ...