Emails & Attachments

2Shakes lets you customise the emails the system sends to your clients on your behalf. These include:

The Signing email

Sent to clients to sign your agreement for services

The Agreement email

The email with attached Agreement PDF sent to your clients after they sign.

The IDV Only email

In AML, for people who only need to be ID Verified.

You can specify the wording, use system variables like your client’s name, and also include attachments like questionnaires and fact finders.

Setting default Email text in your Business Profile > Branding

Go to Business Profile > Branding


Scroll down to see the Remote Signing Email section:

Or, the Agreement Email section:

Or, the Remote ID Verification Email section:

You can fully edit these emails that go to your clients when they sign up. You can add a system variable using  Insert Placeholder . These show in yellow to make it easy to see them.

Attachments

You can add Attachments to include with your emails as well - for example a fact sheet or brochure.

The Attachment Name will default to the filename – edit it to something more human-friendly if needed.

Customise client emails before sending

For Sign Up, you can also customise the email text to suit a specific client before sending.

On an agreement, before you Proceed to Signing,  you are able to view and edit emails and decide what attachments you will send.

Click either the Signing Email or the Agreement Email button to bring up the email popup.  Here you can edit the email for this specific client:

  • Review/edit the email

  • Deselect standard attachments if needed

  • Add attachments just for this client

The edited email with any amended attachments will then be sent to the client currently being signed up.

More Help

Didn’t find what you need here? You can find lots more help on our main Support Page.

Or you can contact us or email us at support@2shakes.co.nz and we can help you with what you need to know.

Thanks very much,
The 2Shakes Team