Email Notifications
Keeping everyone informed
The platform automatically sends email notifications at every key stage of the form lifecycle. Nobody needs to check the portal to find out what's happening — updates arrive in your inbox in real time.
Each email uses the @sipp branded template and includes a direct link back to the relevant case in the portal.
Adviser / Org Admin
Notified when the client approves or declines, and when @sipp approves or returns the form.
Client
Receives a request to review and approve the form — via the portal or PandaDoc e-signature.
@sipp Admin
Notified when a new form is submitted and ready for review.
The complete notification flow
Follow a Transfer In from creation to approval — and see exactly who receives which email at each stage.
IFA or Org Admin creates and fills the form
Form sent to client for approval
Action required: please review your Transfer In
Your adviser John Anderson has submitted a Transfer In form for your review. Please log in to your @sipp portal to review the details and approve.
Your signature is needed
Your adviser John Anderson has prepared a Transfer In form that requires your signature. Please click the button below to review and sign the document securely via PandaDoc.
Client approved — awaiting @sipp review
New Transfer In submitted for Margaret Thompson
A new Transfer In has been submitted for Margaret Thompson by John Anderson (Anderson Financial Planning).
Margaret Thompson approved declarations on Transfer In
Margaret Thompson has approved the declarations on Transfer In. The case has been submitted for @sipp review.
Admin approved and synced to PlatinumPro
Your Transfer In has been approved
Your Transfer In for Margaret Thompson has been approved and is now being processed.
Admin returned the form for amendment
Transfer In for Margaret Thompson has been returned
Your Transfer In for Margaret Thompson has been returned by the @sipp team. Please review the message below and update the form as needed.
Skip-signing forms
Investment, Disinvestment, and Update Client Details forms skip the client approval stage entirely. The notification flow is simpler:
Goes straight to Submitted — no client emails
New Investment submitted for Margaret Thompson
A new Investment has been submitted for Margaret Thompson by John Anderson.
The Approved and Returned emails work the same as for client-approval forms — the adviser is notified in both cases.
Quick reference
| When | Who receives | Subject |
|---|---|---|
| Form sent to client | Client | Action required: please review your [Form] |
| Form sent via PandaDoc | Client | Your signature is needed |
| Client approves | @sipp Admin | New [Form] submitted for [Client] |
| Client approves | Adviser | [Client] approved declarations on [Form] |
| Admin approves | Adviser | Your [Form] has been approved |
| Admin returns | Adviser | [Form] for [Client] has been returned |
| Client declines (PandaDoc) | Adviser | [Client] has declined to sign the [Form] |
| Client returns (Portal) | Adviser | [Client] has returned [Form] |