Access the Outbound Discovery feature on your Discovery administration page:
Quick Points
Asset-Map conveniently provides suggested text for your Discovery invitation email.
Our text is hard-coded (permanent) in our system and new text cannot be saved in our system. You can edit this text once it is in your email to your client.
The email text we generate and provide for you comes complete with:
Subject line
Populates the name of the person(s) you entered in the previous screen
Provides their unique Discovery link within the text
Use the text in two ways:
Copy the text using the copy icons and paste it into your new message to the client within your email software.
Click the Email icon to open up your computer's default email program with our text entered and ready to go.
(Note: Always consider your compliance requirements.)
Even though we don't save edited text, you can edit your email as you desire.
Tags: fact find, email, text, message, application, discovery, questionnaire, invitation
7/2024