You can now create your own email template for the signature requests sent to your clients!
Video Tutorial:
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
Step-by-step Instructions:
In the documents tab of a new Signing Session, click on Edit Templates:
Go to the ‘'Email Template’' tab
Click on ‘'New Template’'
Edit the subject and the message, you can use the tags to insert information from your file in the message or subject by clicking on the buttons of the data you wish to insert.
You can send yourself a preview of your new email template by clicking on ‘'Send Preview’' and click on ‘'Save Template’' to save your template. Click on ‘'Delete Template’' to erase it.
| Info |
|---|
Check the ‘'Default’' box in your template to configure it as the default message sent for your signature requests. |
This will now be the message your clients will receive when sending a signature request.
When creating signing sessions, you will have the ability to choose in your templates which one you would like to send, you can also click on Edit Templates to go back and edit your templates.
| Tip |
|---|
Completed! |