Cassandra Yost
- Total activity 46
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Activity overview
Latest activity by Cassandra Yost-
Cassandra Yost created an article,
What is email delivery hub and how do you navigate it?
The Email Delivery Hub shows every client email Aiwyn sends on your firm’s behalf. You can confirm what was sent, who received it, and the delivery result.Accessing The Email Delivery HubYou can qu...
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Cassandra Yost created an article,
What’s included in email delivery hub and what does the data tell you?
The Email Delivery Hub tracks outbound client emails and shows delivery and engagement activity. You can review email volume, delivery results, and recipient interactions.Email Types CoveredYou can...
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Cassandra Yost created an article,
How do you resend emails and manage permissions in email delivery hub?
The Email Delivery Hub allows you to resend client emails and review delivery results. Permissions control who can view the hub and resend emails.Resending Emails To All RecipientsYou can resend an...
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Cassandra Yost created an article,
How do I migrate stored payment methods to Aiwyn?
Your firm can migrate stored payment methods, including ACH bank accounts and credit cards, from a legacy payment processor to Aiwyn. Because this involves sensitive financial data, all migrations ...
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Cassandra Yost created an article,
How do I upload a document?
The recommended way to upload documents is through Aiwyn Connect the upload tool built into your Document Library. Always use the Upload action rather than dragging and dropping files directly into...
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Cassandra Yost created an article,
How do I filter and group documents in a Document Library?
Descriptive tags called metadata appear at the top of each Document Library view. Use these fields to filter or group files and find exactly what you need without navigating nested folders.Filterin...
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Cassandra Yost created an article,
What is Aiwyn Documents and how do I navigate it?
Aiwyn Documents gives your firm a structured, reliable way to organize, manage, and retrieve client documents, all within your existing Microsoft 365 environment.How Aiwyn Documents Is OrganizedCli...
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Cassandra Yost created an article,
How do I use project name variables?
Project name variables let you automatically generate consistent, standardized project names when you create projects from templates by pulling data from your client, engagement, and project settin...
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Cassandra Yost created an article,
What is the undelivered email insights report?
The undelivered email insights report helps you find and fix outbound email delivery issues before they affect client communication or collections.Understanding Report CoverageYou can see which out...
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Cassandra Yost created an article,
What is the Smart Statements report?
The Smart Statements report shows how statement reminders influence customer payments and collection results after delivery.Tracking Reminder EffectivenessYou can see whether Smart Statement remind...