Form Notifications
This section allows administrators to configure email notifications for form-related activities.
Overview
The Notifications section in Account Configuration allows for administrators to set up and customize email notifications for various form-related activities. Administrators can define recipients for notifications when forms are submitted, including high-risk forms, and when forms are approved. They can also customize the content of these notifications, such as tailoring messages for different user roles like Agent, Team Admins, or Clients. Custom email content options include HTML and text formats, with dynamic tags to personalize notifications. This feature provides flexibility in keeping relevant stakeholders informed based on the status of form submissions and approvals.
Customizing Notification Recipients
- In the Account Configuration screen, navigate to the Notifications section
- Under the Notifications section, specify recipients for form-related activities:
- Submitted Forms
- High-Risk Forms
- Approved Forms
Note: Separate multiple email addresses with commas
Customizing Email Content
- Under the Custom Content section, choose the type of Notification you wish to customize
- Agent/Team Admin Welcome Notification
- Client Person-Not-Present IDV Notification
- FINTRAC Identification Record Approvals
- Receipt of Funds Record Approvals
- Toggle the option to Yes under Use custom email to start customizing your content
Note: For the FINTRAC and Receipt of Funds approvals, the Use custom email toggle is not available. You can directly insert your custom content in the provided fields.
- In the Custom message (HTML) field, add your HTML content
Example HTML content:
<p>Welcome to {{ brokerage_name }}! Click the link below to complete your registration:</p>
<p><a href="{{sign_in_url}}">Get Started</a></p>
- If you prefer plain text, use the Custom message (Text) field to write the message without HTML formatting
