Notification Templates
Manage email templates for automated notifications.
Welcome Email
welcome_emailOnboardingSent to new users upon account creation. Includes login instructions and next steps.
Email Verification
email_verificationOnboardingVerification link sent to confirm user email address. Expires after 24 hours.
KYC Approved
kyc_approvedKYCNotification sent when KYC review is approved. Includes access to investment portal.
KYC Rejected
kyc_rejectedKYCNotification sent when KYC review is rejected. Includes reason and resubmission instructions.
KYC Needs Information
kyc_needs_infoKYCSent when additional documents or information are needed for KYC review.
Order Created
order_createdOrdersConfirmation email when a new investment order is created. Includes order details.
Order Documents Signed
order_documents_signedOrdersConfirmation that subscription documents have been signed via DocuSign.
Payment Instructions
payment_instructionsPaymentsWire transfer instructions sent after documents are signed. Includes bank details and reference code.
Payment Verified
payment_verifiedPaymentsConfirmation that payment has been received and verified. Includes allocation timeline.
Allocation Complete
allocation_completePaymentsNotification that shares have been allocated. Includes certificate details and portal access.