Install the welcome kit package. This package contains the page template,custom component to list the assets,sample workflow,email template and sample pdf documents to include in the welcome kit.
Install the welcome-kit bundle. This bundle contains the code to create the page and the java class to return the assets to be displayed in the web page.
Install the sample adaptive form
Configure the Day CQ Mail Service. The worklow sends the welcome kit link to the form submitter which needs SMTP configured correctly.
Configure the Send Email component of the workflow as per your requirements
Preview the form
Enter your details and select one or more mutual funds and submit the form
You should get a email with a link to the welcome kit