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How to create and manage Email templates
How to create and manage Email templates

Create and manage Email templates

Updated over 4 months ago

How to create and manage Email templates

Please note! Email templates are only for our Enterprise plan

Within Email templates under Branding, you can:

  • Select Template for document sending

    • Can always be changed manually by each user when sending a document

  • Select Template for notifications

    • Will be the default templates used when notifications are sent out

Manage email templates

  • Creating new email templates

  • Managing existing email templates

How to create an email template:

  1. Click on Manage email templates

  2. Click on New Email template

  3. To learn more about how to do it, read this guide

  4. Click on Save when you are done

How to edit an email template

  1. Click on Manage template

  2. Click on the three dots and select Edit or click on the template name

  3. Make the changes

  4. Click on Save when you are done

Please note!

  • If you hardcode any text in the email template, it will be used in both the send-out 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.

Related Articles
Creating a template
Creating a document: Document Delivery: Email, Link, and SMS
How to access and change Email Templates before sending a document
How to create Email Templates and how to change the text on the button in the email
How to set up Communication templates
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