What types of emails are sent from the platform?

Emails sent to investors from the platform can be divided based on when and how they are sent: 

1. Operational Emails
   • Short emails triggered when the user takes specific action within the platform 
   • Operational Emails can be customized on the Engagement page (click here to learn more)
     
     

     Email	Trigger
     Verify Your Email	A user signs up, and email verification is enabled
     Password Reset	A user clicks Forgot Password
     E-Sign Document Requires Signature	A user has a pending document to sign or countersign
     Transaction Created	A user completes the investment process
     Transaction Approved	A user's transaction is approved by a platform administrator
     Payment Received	An electronic payment has been cleared/received by integration partner, such as North Capital, Strip, etc.

2. Automated Emails
   • Email sequences that the platform administrator can create
   • The content and timing is customizable (click here to learn more)
3. Manual Emails
   • Emails from or to an admin that are manually triggered such as:
     • Secure Invite Link: email created to invite a user directly into the platform, which can direct the user to a specific offer page, tab, or update
     •  Contact Us: emails sent from investors to the platform administrator and/or issuer

#confirmations, receipts, notices, generated, by whom