The First AML platform has the ability to send emails to request individuals to complete electronic verification forms (EIV) and provide specific documents via a secure weblink.
The email templates for both the EIV and Task List emails can be customised, as well as be edited before sending.
Customising templates
First AML has created default templates for both the EIV and Task List emails that provide context on the form and it’s purpose.
The default template and section that is customisable/editable is as follows:
Electronic verification email template
Task List email template
To make any updates or changes to the default email copy, please submit a ticket via our Help Centre outlining the changes you would like.