From 83e953717625b3bf454524f72472d6717ecdcfdf Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 3 Nov 2025 18:29:40 +0530 Subject: [PATCH] Create emails.md Added the help text to setup customize email template at organization level. --- docs/docs/help/User Menu/Console/emails.md | 61 ++++++++++++++++++++++ 1 file changed, 61 insertions(+) create mode 100644 docs/docs/help/User Menu/Console/emails.md diff --git a/docs/docs/help/User Menu/Console/emails.md b/docs/docs/help/User Menu/Console/emails.md new file mode 100644 index 000000000..e579c623e --- /dev/null +++ b/docs/docs/help/User Menu/Console/emails.md @@ -0,0 +1,61 @@ +--- +sidebar_position: 5 +title: Email Templates +--- + +# 📧 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 + +--- + +## ✉️ 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](mailto:support@opensignlabs.com)**.