A retail customer receives a welcome pack email with attached PDFs about their account, including a Privacy Disclosure Notice, Personal Account Agreement, Welcome letter, and Bank Signature Card letter.

Modify the content of the email to meet your organization business needs.

1. Log in to Dev Studio using the credentials with access to the Retail layer.
2. In the header of Dev Studio, in the search text field, enter NotifyCustomerProduceWelcomePack, and then select the correspondence rule from the results.
3. Save the rule into your implementation layer by clicking Save as.
   For more information, see Copying rule or data instance.
4. Review the template correspondence and modify it to contain information specific to your organization.
5. Click Save.

Modify the eForm files to meet your customer business needs.

1. Log in to Dev Studio using the credentials with access to the Retail layer.
2. In the header of Dev Studio, in the search text field, enter PrivacyDisclosureNotice, PersonalAccountAgreement, UPlus Bank Signature Card, or UPlus Welcome Letter and then select the eForm File rule from the results.
3. Save the rule into your implementation layer by clicking Save as.
   For more information, see Copying rule or data instance.
4. Click Download file.
5. Review the template correspondence and modify it, if needed.
6. Upload the modified file.

• Pega Client Lifecycle Management and KYC Implementation Guide