Investor users who send or share many different DDQ/RFP/RFI(s), can now include customized email templates with predefined instructions, objectives, and goals for different types of diligence and data requests.
1. Navigate to “Firm Settings" > “Email Templates”
2. Click on the “+” sign to create a new email template
3. Remember, as an Admin you are able to disable modification of the email template text under "Preferences" > "Firm Preferences". See this article for more details.