Send shareholder update/notification
This guide explains how to send a shareholder update/notification using Kudocs.
The action is available via:
- Quick action list in Shares & Shareholders page.
- All actions.
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Perform route
Use the notify/update shareholders process to send a notification to your shareholders. They will not be required to sign in to view the notification.
Step 1
Select {notify/update shareholders}.
Step 2
Compose notification and attach any documents. Select any shareholders you want to exclude from the email.
Outputs - all handled automatically by Kudocs
- Copy of notification sent to shareholders.
- Shareholder notification page updated.
- Process information stored in Kudocs for future reference & documents filed in document store.
- Shareholder update available to shareholders via the shareholder dashboard.