Creating a custom email template
You may wish to send a custom email templates to notify your stakeholder of changes to their holdings or within the company.
If our default templates do not meet your needs you can create up to 8 custom emails on the 'Email Templates' screen.
To add a new custom template click 'Add' in the custom templates section on this screen.
Enter a template name to help you find this template when sending.
Enter a title for the template, this will appear as the email subject line and add the contents of your email.
If you wish to include a login button to prompt the stakeholder to login to the platform (or activate their account if they have not yet been invited) select the check box 'Include login button'