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itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Custom email templates</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>📧 Email Templates</h1></header>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-steps-to-set-up-custom-email-templates">🚀 Steps to Set Up Custom Email Templates<a href="#-steps-to-set-up-custom-email-templates" class="hash-link" aria-label="Direct link to 🚀 Steps to Set Up Custom Email Templates" title="Direct link to 🚀 Steps to Set Up Custom Email Templates"></a></h2>
<p><strong>Step 1:</strong> Log in to your OpenSign account using valid credentials.<br>
<strong>Step 2:</strong> Navigate to the <strong>Settings</strong> section and click on <strong>Preferences</strong>.<br>
<strong>Step 3:</strong> Click on the <strong>Email</strong> tab. Here, users can configure and edit custom email templates for different stages of the document lifecycle.</p>
<img width="800" alt="add team" src="https://github.com/user-attachments/assets/dc1efaab-c7f9-4f82-abc4-1cafd587f7ce">
<hr>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-request-signature-email">✉️ Request Signature Email<a href="#-request-signature-email" class="hash-link" aria-label="Direct link to ✉️ Request Signature Email" title="Direct link to ✉️ Request Signature Email"></a></h2>
<p>This email is automatically sent to all signers when a document is shared with them for signing.</p>
<ul>
<li>Customize the subject line, greeting, message body, and footer to match your tone and branding.</li>
<li>Use dynamic placeholders like <code>{{document_title}}</code>, <code>{{receiver_name}}</code>, and <code>{{signing_url}}</code> to personalize each message.</li>
<li>Personalized messages improve open rates and help recipients understand the context of the request.</li>
</ul>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-document-completion-email">📩 Document Completion Email<a href="#-document-completion-email" class="hash-link" aria-label="Direct link to 📩 Document Completion Email" title="Direct link to 📩 Document Completion Email"></a></h2>
<p>This email is sent to all signers and the document owner once the signing process is complete.</p>
<ul>
<li>Includes a summary message along with the signed document and completion certificate as attachments.</li>
<li>Template customization allows teams to reinforce brand messaging post-signature.</li>
<li>Ideal for legal confirmations, audit trails, and archival communication.</li>
</ul>
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="-reset-template-text">🔄 Reset Template Text<a href="#-reset-template-text" class="hash-link" aria-label="Direct link to 🔄 Reset Template Text" title="Direct link to 🔄 Reset Template Text"></a></h3>
<p>Click the <strong>Reset</strong> button to restore the template content to its default version.<br>
<!-- -->Dont forget to click <strong>Save</strong> afterward to apply the changes.</p>
<hr>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-additional-notes">🛠️ Additional Notes<a href="#-additional-notes" class="hash-link" aria-label="Direct link to 🛠️ Additional Notes" title="Direct link to 🛠️ Additional Notes"></a></h2>
<ul>
<li>All custom email templates support <strong>rich text formatting</strong> and <strong>variables</strong> for dynamic content.</li>
<li>Changes to templates take immediate effect and apply to all new documents created after the update.</li>
<li>Organizations can define a consistent template style across all teams to ensure compliance and branding.</li>
</ul>
<blockquote>
<p>💡 <strong>Tip:</strong> Preview your templates before saving to ensure correct formatting and placeholder usage.</p>
</blockquote>
<p>For more assistance with OpenSign™ features or APIs, contact our support team at <strong><a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer">support@opensignlabs.com</a></strong>.</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Custom-email-templates.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div 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