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📧 Company Email Template Settings

This page allows the admin user to configure and manage customized email templates at the organization level.
If you prefer not to grant users permission to set up their own email templates, you can define a single set of templates here that will apply to all users within your organization.

🧩 Set Up Custom Email Templates at the Organization Level​

Step 1: Log in to your OpenSign account using valid credentials (admin access required).
Step 2: Navigate to the Profile Menu and click on Console.
Step 3: Go to the Email tab. Here, admin users can create, edit, and manage organization-level email templates.

custom email templates

To set up a custom email template at the user level, refer to the guide here:
https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates

✉️ Request Signature Email​

This email is automatically sent to all signers when a document is shared for signing.

  • Customize the subject line, greeting, message body, and footer to match your brand’s tone and style.
  • Use dynamic placeholders like {{document_title}}, {{receiver_name}}, and {{signing_url}} for personalization.
  • Personalized messages increase open rates and help recipients clearly understand the signing request.

📩 Document Completion Email​

This email is sent to all signers and the document owner once the signing process is successfully completed.

  • Contains a summary message along with the signed document and completion certificate as attachments.
  • Customizing this template helps maintain brand consistency even in post-signature communications.
  • Ideal for sharing legal confirmations, audit trails, or record-keeping updates.

🔄 Reset Template Text​

Click the Reset button to restore any modified email template back to its default OpenSign version.
After resetting, make sure to click Save to apply the changes.

🛠️ Additional Notes​

  • All custom email templates support rich text formatting and dynamic variables.
  • Updates take effect immediately and apply to all new documents created after the change.
  • Organizations can enforce consistent branding and compliance across all user emails.
  • If no custom email template is configured, and users are not allowed to create individual templates, OpenSign will automatically use the OpenSign default email templates.

💡 Tip: Always preview your templates before saving to ensure correct formatting and placeholder usage.

For further assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.