If you are an Enterprise Plus customer you can use Email templates in branding to have multiple sending options. This article will guide you through those steps.

Go to Branding > Edit Email Template. Here you can edit the HTML template. Either you can start from a copy of our standard email template and just edit the code to your liking, or you can start from scratch and code your own HTML template.

If you want to use our code as a base, go to the standard email template, copy the code and then create a new email template with that code.

Create the email template

In this example, I have created an email template named Edit template.

If you use our code as a base: copy the text in the standard email template and then create a new email template. Choose a new name and then scroll down to where it says <!-- content --> in the text part of the code.

Here you will find the {{email.message}} tag. This controls what text ends up in the email, that you will see in the email content field in tab sending when doing a new sendout.

Note that if you hardcode any text in the email template, it will be used in both the sendout and the notification for reminders and signed documents.

If you remove the {{email.message}} tag. The email template text will also be sent, and replace the document(s) reminder email text and signed email text.


If you'd like to hardcode any text into the email template, you can use our tags in the code to generate data from recipients and so on.

Only your creativity sets the limit to what you can do here with the content. We will keep it to the basics in this example.

If you want to create a larger heading you can write:

<h1> Hello {{recipient.first_name}}</h1> .

The merge tag {{recipient.first_name}} will fetch the name of the recipient you will send the email to later on. You can use any of our built-in merge variables in your email content to personalize it.

For your paragraph, you can write:

<p> I have sent you {{document.name}}, <br> it contains fun and exciting news about our new features. <br> If you sign it all these cool features will be accessible <br> to you. <br> Looking forward to helping you sell!! </p>

<h1> and </h1> will opens and closes the larger heading.

The <p> and </p> opens and closes the paragraph.

Each <br> creates a new row of text in the email.

The merge tag {{document.name}} fetches the name of the document you send out.

Your final template code could look something like this:

Here is an example of what it will look like when we create a new document.

If you have any questions, please contact support in the chat up in the right corner.

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