## 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