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Email templates in HTML

KYC Settings Configurable fields Client Onboarding Client File 04 04 2

Every e‑mail from our system can now be created in HTML. Previously, it was already possible to send personal welcome e‑mails to clients, but the options were still relatively limited. Thanks to the current HTML option, professional users now have more possibilities to further personalize and design e‑mails in accordance with their corporate identity. For example, you can include unique images in your emails. The current e‑mail formats will of course also remain available. 

This HTML code is possible for the following templates:

  • Workflow (send welcome mails)
  • Identification (Mitek)
  • Signing (natural and legal persons and signed contracts)
  • Supplementary questionnaire (natural and legal persons)
  • Financial Investment Plan (natural and legal persons)
  • Client File settings (FIP invitation for natural and legal persons)

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