Email Template: Secure Act 2.0

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  • Version
  • Download 43
  • File Size 106.00 KB
  • File Count 1
  • Create Date January 26, 2023
  • Last Updated April 30, 2024

Email Template: Secure Act 2.0

Instructions for sending Outlook templates:

  1. Download the template by clicking the above "Download" button
  2. Find the file in your "Downloads" folder, double click the file to open in Outlook
  3. Add your client e-mail list to the "BCC" line. (You must BCC your list, otherwise all recipients will be able to see each other's e-mail addresses just like a regular e-mail!)
  4. Click "Send"

Tips and Tricks

  1. With the template open in Outlook you can hold the "Ctrl" button and click the links to preview them.
  2. Remember: The message in the template is compliance approved. If you change the message it will need to be reviewed by compliance again before sending.

A preview of the Outlook template is below: