What a holder is
Holder is an optional field on a record. It names who the record belongs to when that isn't the business: a crew member, or the sub whose certificate it is.
On the Business plan, the holder can get a copy of each reminder email for the records in their name. Solo and the free plan don't send holder copies.
Add the holder's email
- Open a record that has a holder.
- Find Also email with the holder's name, and type Their email address.
- Choose Send confirmation.
Any team member can do this. One address covers every record in your workspace with the same holder.
The holder confirms first
We email the holder one message asking them to confirm. Nothing else is sent there until they open the link and choose Confirm this address. The link expires in 7 days.
While you wait, the record shows that it's waiting for the address to confirm. Resend link sends a new link.
What the holder gets
After confirming, the holder gets a copy each time your workspace is emailed a reminder for that record. See how reminder emails work for the schedule.
The copy shows the record's name, type and expiration date, plus its number and issuer if the record has them. It never includes your notes, and it has no link into your ledger. If the holder's address is the same as your notification email, no second copy is sent.
Stopping the emails
- The holder can use the Stop them link in any copy, then choose Stop these reminders. Your workspace keeps getting its own reminders.
- You can choose Remove beside the address on the record. The holder stops getting reminders for every record in their name.
To start again after a holder has stopped them, add their address again. They confirm again first.