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Create emails.md
Added the help text to setup customize email template at organization level.
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sidebar_position: 5
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title: Email Templates
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# 📧 Company Email Template Settings
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This page allows the **admin user** to configure and manage customized email templates at the **organization level**.
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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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---
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## 🧩 Set Up Custom Email Templates at the Organization Level
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**Step 1:** Log in to your OpenSign account using valid credentials (**admin access required**).
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**Step 2:** Navigate to the **Profile Menu** and click on **Console**.
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**Step 3:** Go to the **Email** tab. Here, admin users can create, edit, and manage organization-level email templates.
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<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
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This email is automatically sent to all signers when a document is shared for signing.
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- Customize the **subject line**, **greeting**, **message body**, and **footer** to match your brand’s tone and style.
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- Use dynamic placeholders like `{{document_title}}`, `{{receiver_name}}`, and `{{signing_url}}` for personalization.
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- Personalized messages increase open rates and help recipients clearly understand the signing request.
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## 📩 Document Completion Email
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This email is sent to all signers and the document owner once the signing process is successfully completed.
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- Contains a summary message along with the **signed document** and **completion certificate** as attachments.
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- Customizing this template helps maintain brand consistency even in post-signature communications.
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- Ideal for sharing **legal confirmations**, **audit trails**, or **record-keeping** updates.
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### 🔄 Reset Template Text
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Click the **Reset** button to restore any modified email template back to its **default OpenSign version**.
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After resetting, make sure to click **Save** to apply the changes.
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## 🛠️ Additional Notes
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- All custom email templates support **rich text formatting** and **dynamic variables**.
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- Updates take effect immediately and apply to **all new documents** created after the change.
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- Organizations can enforce consistent branding and compliance across all user emails.
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- 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**.
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> 💡 **Tip:** Always preview your templates before saving to ensure correct formatting and placeholder usage.
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---
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For further assistance with OpenSign™ features or APIs, contact our support team at **[support@opensignlabs.com](mailto:support@opensignlabs.com)**.
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