diff --git a/docs/docs/help/Settings/Custom-email-templates.md b/docs/docs/help/Settings/Custom-email-templates.md new file mode 100644 index 000000000..138a5239f --- /dev/null +++ b/docs/docs/help/Settings/Custom-email-templates.md @@ -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)**.