Create emails.md

Added the help text to setup customize email template at organization level.
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pravin
2025-11-03 18:29:40 +05:30
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sidebar_position: 5
title: Email Templates
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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.
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## 🧩 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.
<img width="800" alt="custom email templates" src="https://github.com/user-attachments/assets/b2fd3497-3e2b-4acc-b8a5-09bad8a5e5ba"></img>
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## ✉️ 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 brands 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.
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## 📩 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.
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### 🔄 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.
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## 🛠️ 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.
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For further assistance with OpenSign™ features or APIs, contact our support team at **[support@opensignlabs.com](mailto:support@opensignlabs.com)**.