When creating a case file for signature you can use your own email templates or a one time user defined email. However not all apps support all email types.
The emails that can be defined is:
- Signing request (The first email the recipients receive)
- Reminder (Is being sent after the chosen interval in the case file)
- Finalization (The final email signers receive after all have signed)
|
Custom emails |
Signing request | Reminder | Finalization |
| Web app V1 | X | X | X |
| Desktop | X | ||
| Web app V2 | X | X | X |
This is how custom emails work in Web app V2
In last step "Review & Send" you have the opportunity to select another template or create your own one time custom email for the case file.
If you want to create a new email template see this guide: Create an email template
- Expand the menu Personalize messages for recipients
- You can change the different emails
- Select a template you have already made:
- You can create you own one time email by editing the fields for Subject and Message. These will not be saved for next time.
This is how custom emails work in the Desktop app
After setting up your template go to page 2 and here you have the opportunity to select another template or create your own one time custom email for the case file.
If you want to create a new email template see this guide: Create an email template
- You can select a template here:
- You can create you own one time email by editing the fields for Subject and Message. These will not be saved for next time.
This is how custom emails work in Web app V1
At step 5 you have the opportunity to select another template or create your own one time custom email for the case file.
If you want to create a new email template see this guide: Create an email template
- Select the type of email you wish to customize
- Select a template in the right menu
- You can create you own one time email by editing the fields for Subject and Message. These will not be saved for next time.