Create Custom-email-templates.md

added the page for custom email template
2026-08-21 07:02:32 +02:00 · 2025-06-02 12:15:08 +05:30
parent a0c1e08091
commit f095629134
1 changed files with 46 additions and 0 deletions
@@ -0,0 +1,46 @@
+---
+sidebar_position: 
+title: Custom Email Templates
+---
+
+# 📧 Email Templates
+
+In the **Preferences > Email** tab, users can customize email templates to personalize the communication experience for signers and stakeholders. This feature helps maintain brand consistency and improve engagement throughout the signing workflow.
+
+---
+
+## 🚀 Steps to Set Up Custom Email Templates
+
+**Step 1:** Log in to your OpenSign account using valid credentials.  
+**Step 2:** Navigate to the **Settings** section and click on **Preferences**.  
+**Step 3:** Click on the **Email** tab. Here, users can configure and edit custom email templates for different stages of the document lifecycle.
+
+---
+
+## ✉️ Request Signature Email
+
+This email is sent to all signers when a document is shared with them for signing.
+
+- You can customize the subject line, greeting, message body, and footer.
+- Use dynamic placeholders (e.g., `{{document_title}}}`, `{{receiver_name}}`,`{{signing_url}}`) to personalize each message.
+- This improves open rates and helps recipients understand the context of the request.
+
+## 📩 Document Completion Email
+
+This email is sent to all signers and the document owner once the signing process is complete.
+
+- Includes a summary message along with the signed document and completion certificate as attachments.
+- Template customization allows teams to reinforce brand messaging post-signature.
+- Ideal for legal confirmations, audit trails, and archival communication.
+
+---
+
+## 🛠️ Additional Notes
+
+- All custom email templates support **rich text formatting** and **variables** for dynamic content.
+- Changes to templates take immediate effect and apply to all new documents created after the update.
+- Organizations can define a consistent template style across all teams to ensure compliance and branding.
+
+> 💡 **Tip:** Preview your templates before saving to ensure correct formatting and placeholder usage.
+
+For more assistance with OpenSign™ features or APIs, contact our support team at **[support@opensignlabs.com](mailto:support@opensignlabs.com)**.