Customize and test invitation emails to stakeholders

Send customized email invitations to stakeholders

You can edit the invitation email, so that your stakeholders know why they're being invited to Ledgy.

1. In the menu select company Settings.

   

2. In the Email Template window click on the Review button.

   

3. Customize the email and send a test email to yourself.

   

4. 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.