Email customization for document sharing - Carta Release Notes - Product Updates

Email customization for document sharing

This month we released a new feature on Carta to allow users of a fund to customize the email sent to LPs when sharing documents. This feature is available for all Fund Administration and LP Portal customers. To use the feature:

1. Select ‘Share documents’ on the Documents page.

2. After select Share documents you will have three options for sharing documents: Send with daily digest, Send immediately, No notification.

3. When ‘Send immediately’ is selected you will have the option to Open email editor.

4. The email editor will allow you to:

   • Customize the subject line
   • Customize the header
   • Customize the email body
   • Include dynamic fields in your text
   • Send a preview email to yourself before sending

5. After completing the email customization, you will be able to share the documents to your LPs.

Jordan Agnew