Adding a new Email Domain allows you to use a custom domain for all transactional emails that are processed from your site, such as investor portal invitations and distribution notices.
*Prior to beginning the set-up process - ensure that you are able to access the Domain Registrar (ex. name.com) or wherever you manage the domain in order to verify the DNS records.
Step 1: Navigate to the Global Settings > Emails.
Step 2: Click on Add Custom Domain and then enter the domain address.
Step 3: Verify that you own and control the domain through the verification of DNS Records (DKIM & Return-Path) using the provided values.*
*Detailed instructions will be provided by each Domain Registrar.
Once complete, click Verify to confirm completion. Please note that the records can take up to 1 hour to update.
Step 4: Add a specific email address by selecting Add Email Address and completing the below fields:
From Email: Email address which the messages will be sent by.
Name: The name that appears in the recipient'ss email inbox.
Reply-to: What email address should replies be sent to.
Finally, select the ellipsis (three dots) to the right of the Email Address and click Make default notifications email.
