The notification feature allows you to alert a shareholder or employee that a new holding has been registered on Equify and that they can find it on their shareholder/employee space.
When registering a transaction, a new “Notification & access” step is now available. This step will be presented differently if a document is sent for signature or not.
① A document is sent for signature as part of an transaction.
② No document is added to the transaction or a document not requiring signature
① A document is sent for signature as part of an transaction :
In steps 3 and 4 “documents”, and “signature” add the document you need to send for signature, then set up the signature step with the signatories.
In the “Notifications & access” step, you have several choices :
➡️ Notify all signatories
All signatories of the document will receive an email informing them that they have a document to sign from their Equify space :
The indication “4 new invitations” means that some contacts have never received access to their Equify shareholder space. Notifying them will automatically give them access so that they can view or sign the document.
➡️ Notify selected contacts only
If a signatory has several contacts assigned to him/her, you can choose whether to notify one or both contacts. By default, all contacts will have the notification toggle set to “Yes” :
The Access column indicates whether the contact has already been granted access to his Equify space. If not, a small “new invitation” tag appears, indicating that access will be granted to this contact, as he needs to be able to access the Equify shareholder space to take note of this operation and, if applicable, the document.
⬇️ Set the notification toggle to “No” for the contact not to be notified :
Please note that the contact who signs the document must be notified; it is not possible to deactivate notification.
💡You can add a personalized message that will be present in the email received by shareholders / employees :
Once this has been set up, move on to the next step, which is to create an event, then save.
📩 Shareholders / employees will receive an email.
② No document is added to the transaction or a document not requiring a signature
You have 2 possible choices :
➡️ Do not notify shareholders/employees of this new transaction concerning them :
No email will be sent, they will see their new holding and a new document (if applicable) in their Equify shareholder / employee area but they will not be notified.
➡️ Notify selected contacts of this new transaction :
They will be notified that a new transaction has been recorded and can, if they wish, consult it on their Equify shareholder space.
If a shareholder/employee has several contacts assigned to him/her, you can choose to notify one or both contacts.
By default, all contacts will have the notification toggle set to “Yes” :
The Access column indicates whether the contact has already been granted access to the shareholder's area. If not, a small “new invitation” tag appears, indicating that access will be granted to this contact, who must be able to access the shareholder's area to take note of this transaction.
To notify only selected contacts, set the notification toggle to “No” for those not to be notified :
💡You can add a personalized message that will be present in the email received by shareholders / employees :
Once this has been set up, go on to the next step, which is to create an event, then save.
📩 Shareholders / employees will receive an email or not.