When sending a document to a recipient through email, they will be able to open the document by clicking on a button that says "View Document". With the Enterprise Plus package (or our old Enterprise package), you're able to personalize this button. You can also make sure the language doesn't change automatically when the recipient is opening the email containing the link to the document.

If you know HTML code it is a bonus, but this guide should help you even if you don't.

How you change the text on the button in the email

  1. Go to Settings > Branding > Edit email template

  2. Click on "Standard template"

  3. Name your email template

  4. Open the search text bar for the browser.
    On Mac cmd + F
    On PC ctrl + F

  5. Type "button" in the search field.

  6. Choose the second option.
    The code will look like this

    >{{document_button
    document recipient}}</a

  7. Exchange all the code between the two arrows ( > < ).

    Example: >your text here<

  8. Click Save.

  9. Done!

Click here to see a video of how to make it.

Use custom template

To use the custom email template in a send-out, follow these steps.

  1. In a draft, go to the tab Sending

  2. Click on Email template

  3. Choose the custom made template

  4. Done!

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