Default Templates
All Stakeholder communications can be located within Email Templates on the Stakeholder Management Screen.
There are a number of default email templates for Company Administrators to select from;
Invite Stakeholder - this can be used when inviting stakeholders to the platform for the first time
Invite Company Administrator - this can be used when adding an administrator
Notice of Issuance of Stock - to advise a Shareholder that their Stock Issuance has been reflected on their account, this can also be used to invite a stakeholder to access their account.
Grant Award Notice - to advise a stakeholder that they have been awarded an equity grant, this can also be used to invite a stakeholder to activate their account
Approval of Option Exercise - to notify an employee that their option exercise request has been approved