The topics in this section describe a welcome pack email with attached PDFs which a retail customer receives.

Modifying the welcome pack correspondence email

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 best fit your organization.

1. Log in to Dev Studio using the credentials with access to the Retail layer.

2. In the Dev Studio header search text field, enter NotifyCustomerProduceWelcomePack, and then select the correspondence rule from the results.

3. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

4. Review the template correspondence and modify it to contain information specific to your organization.

5. Click Save.

6. Modify the eForm files by following the steps in the Modifying the Welcome Pack correspondence email task, see chapter Modifying the Welcome Pack correspondence email.

Modifying the Welcome Pack email attachments

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 attachments to best fit your customer's needs.

1. Log in to Dev Studio using the credentials with access to the Retail layer.

2. In the Dev Studio header 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. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

4. Click Download file.

5. Review the template correspondence and modify it, if needed.

6. Upload the modified file.