E-mail Templates
New feature: E-mail Template
—Save time when you invite new clients
In this March release, we give you a new e-mail template. It is the first one in a series of e-mail templates and the new feature is based entirely on your suggestions.
Instead of writing an e-mail from scratch every time you invite a client to the platform, you now have a ready-made e-mail.
It is easy for you to edit all the information in the template and the invitation e-mails will by default be send from you.
Whenever you want to invite a client, either when you first create the account or when you want to invite a new team member, you will be able to use this template.