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Version: 19

RemindCounterpartyOnInformationExchangeCompletion

Business goal​

This action sends out a reminder mail. See also Reminder mails.

Configuration​

  • Add the action RemindCounterpartyOnInformationExchangeCompletionV2.
  • Link this action to the event DOSSIER_INFORMATION_EXCHANGE_COMPLETION_REMINDER.

Settings​

  • invitationType: The type of invitation that was sent. This is used to determine which reminder mail should be sent.
  • reminders: This map defines how many reminders should be scheduled. The key is the reminder number (1, 2, etc) and the value is an object with the following properties:
    • emailTemplate: The email template that should be used for this reminder. This can be a custom email template that you have defined in the application.

Example(s)​

Define the email templates for the 1st and 2nd reminder
{
  "invitationType": "FLOW",
  "reminders": {
    "1": {
      "emailTemplate": "INVESTOR_FLOW_REMINDER"
    },
    "2": {
      "emailTemplate": "INVESTOR_FLOW_REMINDER_LAST_CALL"
    }
  }
}

Settings: schema​

Settings Configuration