When emailing forms from Zenu Trust, such as the Account Sale Statement, the body of the email is the main content that your recipients will see. By default, the body of the email may have certain merge fields that you may want to change.

In this example, we will be updating the email body for an Account Sale Statement

Select the Print Icon, followed by Account Sale Statement

Select Print Preferences

The default merge fields are displayed below

Merge fields allow you to personalise your emails with information specific to each recipient. In addition to the standard merge fields, there are additional merge fields available that can be viewed by selecting "Field Descriptions".

Type the merge field into the body using << >> on your keyboard.

Select OK to Save

When working with preferences, it's important to understand that any changes you make in the Position Settings, Remittance, Disclaimer & Email Body will only affect that specific form. This means that if you make changes to one form, it will not affect any other forms within Zenu Trust.