Activating Library Auto-Send

If you are not the Account Owner, please be sure that you have been designated as a Librarian by the account owner in order to edit the auto-send schedule. They can do this by choosing the appropriate role in your profile Settings. 

  1. Click the practice-level menu represented by the 3 horizontal lines in the top-left corner of the screen. Click on Settings and then on the tab "Library Auto-Send."

  2. Click the green 'Activate auto-send' button to the top-right of the screen to activate the auto-send feature.

  3. Additionally, choose 'Filter' to view individual content libraries. 

  4. Return to Settings and click on Libraries to edit existing Libraries or create a new Library and Auto-send Schedule. Click on the title of the library to edit and add resources. 

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