Overview
Simple Fund 360 enables you to customise and edit existing email templates to better align with your firm's specific needs. Additionally, you can incorporate digital signing options directly within the emails.
Navigation
| From the Main Toolbar, go to Settings. | |
| Select Email Template |
|
Edit Email Templates
When you access the Email Template screen, the full list of email templates will appear.
To edit any of the existing email templates, select the email template type and make changes to the template through the Edit Email Template box.
Both the Subject and Body of the Email Template is customisable.
Once you have edited the required email templates, select .
For further information regarding enabling Email Notifications within Simple Fund 360, please refer to the attached article, Email Notifications.
How to edit the template via the Digital Signing Wizard
When previewing the email within the Digital Signing Wizard, selecting icon will navigate you to the Email Template screen.
Merge Fields
When editing the template please note that only certain merge fields can be used in the email template. Otherwise, the Digital Signing email will fail to send.
Available Merge Fields
- Default Merge Fields - The default merge fields from the email template can be moved to your preferences in the Email Template.
-
Specific Merge Fields
- ${fundAccountantName}
- ${fundAccountantPhone}
- ${fundAccountantEmail}
- ${deptName} (When using this merge field, "if the Default Badge is used" the full firm name is shown. On the other hand, "if a Custom Badge is used" the badge name is shown)