Verifier/Institution Email Templates

There are various email templates that recipients can receive which help streamline the Verifier/Institution process, which all enable Admin to customise them.

At the top of your dashboard, click on Settings > Organisation > Emails. This is where you can view and edit all the email templates that are setup for your Organisation. If you do not edit them, they will will be sent using the default template text. If you do not have the ability to "Edit" these templates, please contact your main Administrator who can give you the required access.

Verifier/Institution Email Templates

• Application Assigned to Verifier - this email goes to the Verifier to advise that they have been assigned an Application - it is then for them to review and action (i.e. submit to the Funder).

• Application Submitted to Verifier - this email goes to the Verifier to advise that they have had an Application Submitted to them - it is then for them to review and action a Decision.

• Letter of Offer Assigned to Verifier - this email goes to the Verifier to advise them that they have a Decision to review for a specific Application.

• Milestone Submitted to Verifier - this email goes to the Verifier to advise them that a Milestone has been sent to them for review, and they need to login to review and submit the Milestone.

• Contract Offer - this goes to a Verifier when they have a Contract to view and they are required to Accept or Decline the Contract by signing it.

• Contract Signed by Admin - this email goes to the Verifier when the Contract signing has been completed by all parties, and the Contract is officially active.

• New Verifier/Institution Contract Offer - this email goes to a Verifier/Institution when they have a Contract awaiting their review, however they have not yet registered within the Portal. This email will ensure they register prior to enabling them to sign and review the Contract.