Customizing email templates allows you to standardize the messages sent with your documents, ensuring a consistent brand experience for your recipients.
Understand email template types
Before you start building, you need to decide where your templates will be applied within the GetAccept platform.
Document Sending Templates: These are the default messages used when you first send a document to a recipient.
Notification Templates: These templates act as the default for automated alerts, such as reminders or "document signed" confirmations.
Note: Email templates are an exclusive feature available only on the Enterprise plan. If you do not see these options, check your current subscription level.
Create a new email template
To create a new email template, you must access the branding section of your entity settings.
Go to Settings, select Branding, and click on Email templates.
Click the Manage email templates button.
Click New Email template in the top right corner.
Give your template a clear, descriptive name so your team knows when to use it.
Draft your content and click Save when you are finished.
Pro-tip: Always keep the {{email.message}} tag in your template. If you remove it, the custom message a user writes when sending a document will be deleted and replaced by the template's static text.
Edit an existing email template
You can update your email templates at any time to refresh your branding or update your messaging.
Click on Manage email templates within the Branding menu.
Click the three dots (...) next to the template you want to change and select Edit, or simply click on the Template Name.
Apply your changes to the text, layout, or tags.
Click Save to apply the updates to all future emails sent using this template.
Manage default notifications
Setting default templates ensures that even automated system emails stay on-brand without manual intervention.
Navigate to the Email templates section under Branding.
Use the dropdown menu under Select Template for notifications to choose your preferred default.
Click Save to confirm the selection.
Note: While notifications are automated, individual users can still manually change the template for a specific Document Sending event right before they hit send.