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Notification Settings - Issuers
Notification Settings - Issuers

This article highlights all of the notification setting options available to Admin users within the Issuer Edge system.

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Written by Exempt Edge
Updated over a week ago

Investor

  1. Active

  2. Deceased

  3. Document uploaded by another user

  4. Do not Contact

  5. ID Expiring (issued 30 days prior to ID expiring)

  6. Investor Portal (includes activation, deactivation, and linking)

  7. Note added by another user

  8. OTC Application signed (requires OTC Integration feature)

  9. Profile Merged

  10. Profile Updates

Transactions

  1. All transaction types

    1. All transaction statuses

Offering

  1. Offering Detail Update

  2. CMV Update

  3. Document Uploaded

EE-Sign (requires activation of EE-Sign feature)

  1. Request Completed

  2. Request Declined

Statement Batch

  1. Batch status

    1. Complete

    2. Error

    3. Pending Start

Transaction Batch

  1. Creating a batch

    1. Draft

    2. Complete

    3. Error

  2. Updating a batch

    1. Processing

    2. Complete

For more information on this feature, please refer to the article below:

System Notifications

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