Send customized email invitations to stakeholders
You can edit the invitation email, so that your stakeholders know why they're being invited to Ledgy.
- In the menu select company Settings.
Menu
- In the Email Template window click on the Review button.
Email Template Settings
- Customize the email and send a test email to yourself.
- Every time you invite stakeholders they will receive an invite email with the content you choose.
Note: You can always edit the content, if you'd like to send a specific text to a certain stakeholder.