April 2023 Release Notes

New Correspond Investor Edition Updates

Pro-active Warning Notification for Exceeding Size Limits

  • This new product feature calls attention to users that documents being loaded in the batch process may prevent successful delivery of the emails.
  • Direct Emails sent via Investor Correspondence cannot include any number of attachments that exceed 10mb total.
  • Now, a proactive warning notification will appear for users when they upload a static document for the entire batch or a one-off Investor specific static document that exceeds 10mb.
  • An additional warning notification will appear on the ‘Review’ step of Investor Correspondence next to ‘Preview Email’ that will only appear if the documents included for that specific Investor exceeds 10mb.

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