Customize the invitation and form-approved emails sent to LPs during your Digital MFN (dMFN) process, including the email body and logo, to reflect your firm's branding.

Customize LP invitation email logo and body

To customize the email invitation sent to LPs for your digital MFN form, navigate to your form by first selecting the MFN project you are working on:

Then, click the kebab menu in the top-right corner of the form whose invitation you wish to customize, and select Edit in the dropdown menu. 

Select New Form Invite Email from the left-side navigation pane. 

Scroll down to see a preview of the default email invitation that will be sent to your LPs to access the digital MFN form. 

Custom logo

To add a custom logo to the email to replace the Ontra logo, select Use custom logo underneath Logo.

If you have not provided your custom logo to Ontra previously, send an email to customer.care@ontra.ai with a request to add a custom dMFN logo with the following:

• Logo file: PNG is preferred, and a horizontal/landscape-oriented lockup is recommended since it will appear at the top of the email.
• Sizing guide: How many pixels of height at email render – For ideal sizing ~133px height at email render width is recommended.
• Desired filename: This becomes part of the hosted URL you will use to add the logo, so keep it simple and recognizable.
• Account name: Confirm the exact account name the logo is for.

Thereafter, Ontra Customer Care will work with you to add your custom logo to the platform and provide confirmation of the hosted filename when it is ready. 

To apply your custom logo to the email, enter in the confirmed filename for your logo in the Use custom logo text box. The Preview tab will automatically update with a rendering of the invitation email. 

Custom email body

To write your own email body for the invitation message, select Use custom email body beneath Email Body, then enter your desired message in the HTML text box that appears.

You can preview your message, as it would appear in the email invitation, in the Preview window below. 

Customize form approved email logo and body

To customize the email sent to LPs when your digital MFN form is approved, navigate to your form by first selecting the MFN project you are working on:

Select the kebab menu in the top-right corner of the form whose invitation you wish to customize, and select Edit in the dropdown menu. 

Select Form Approved Email from the left-side navigation pane. 

Scroll down to see a preview of the default email invitation that will be sent to your LPs to access the digital MFN form. 

Custom logo

To add a custom logo to the email to replace the Ontra logo, select Use custom logo underneath Logo.

If you have not provided your custom logo to Ontra previously, send an email to customer.care@ontra.ai with a request to add a custom dMFN logo with the following:

• Logo file — PNG is preferred, and we recommend a horizontal/landscape-oriented lockup since it will appear at the top of the email
• Sizing guide — How many pixels of height at email render, we recommend ~133px height at email render width as an ideal size guide
• Desired filename — This becomes part of the hosted URL you will use to add the logo, so keep it simple and recognizable
• Account name — to confirm which account the logo is for

Thereafter, Ontra Customer Care will work with you to add your custom logo to the platform and provide confirmation of the hosted filename when it is ready. 

To apply your custom logo to the email, enter in the confirmed filename for your logo in the Use custom logo text box. The Preview tab will automatically update with a rendering of the Form Approved email. 

Custom email body

To write your own email body for the Form Approved message, select Use custom email body beneath Email Body, then enter your desired message in the HTML text box that appears.

You can preview your message, as it would appear in the email, in the Preview window below.