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class="clean-btn menu__caret"></button></div></li></ul></nav></div></div></aside><main class="docMainContainer_TBSr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_xLCN"><div class="docItemContainer_jfFK"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/user-menu"><span>User Menu</span></a></li><li class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/console"><span>Console</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Mail</span></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>📧 Company Email Template Settings</h1></header>
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<p>This page allows the <strong>admin user</strong> to configure and manage customized email templates at the <strong>organization level</strong>.<br>
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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.</p>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-set-up-custom-email-templates-at-the-organization-level">🧩 Set Up Custom Email Templates at the Organization Level<a href="#-set-up-custom-email-templates-at-the-organization-level" class="hash-link" aria-label="Direct link to 🧩 Set Up Custom Email Templates at the Organization Level" title="Direct link to 🧩 Set Up Custom Email Templates at the Organization Level" translate="no"></a></h2>
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<p><strong>Step 1:</strong> Log in to your OpenSign account using valid credentials (<strong>admin access required</strong>).<br>
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<strong>Step 2:</strong> Navigate to the <strong>Profile Menu</strong> and click on <strong>Console</strong>.<br>
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<strong>Step 3:</strong> Go to the <strong>Email</strong> tab. Here, admin users can create, edit, and manage organization-level email templates.</p>
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<img width="800" alt="custom email templates" src="https://github.com/user-attachments/assets/b2fd3497-3e2b-4acc-b8a5-09bad8a5e5ba">
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<p>To set up a custom email template at the user level, refer to the guide here:<br>
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<a href="https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates" target="_blank" rel="noopener noreferrer" class="">https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates</a></p>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h2>
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<p>This email is automatically sent to all signers when a document is shared for signing.</p>
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<ul>
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<li class="">Customize the <strong>subject line</strong>, <strong>greeting</strong>, <strong>message body</strong>, and <strong>footer</strong> to match your brand’s tone and style.</li>
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<li class="">Use dynamic placeholders like <code>{{document_title}}</code>, <code>{{receiver_name}}</code>, and <code>{{signing_url}}</code> for personalization.</li>
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<li class="">Personalized messages increase open rates and help recipients clearly understand the signing request.</li>
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</ul>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h2>
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<p>This email is sent to all signers and the document owner once the signing process is successfully completed.</p>
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<ul>
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<li class="">Contains a summary message along with the <strong>signed document</strong> and <strong>completion certificate</strong> as attachments.</li>
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<li class="">Customizing this template helps maintain brand consistency even in post-signature communications.</li>
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<li class="">Ideal for sharing <strong>legal confirmations</strong>, <strong>audit trails</strong>, or <strong>record-keeping</strong> updates.</li>
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</ul>
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<hr>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h3>
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<p>Click the <strong>Reset</strong> button to restore any modified email template back to its <strong>default OpenSign version</strong>.<br>
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<!-- -->After resetting, make sure to click <strong>Save</strong> to apply the changes.</p>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h2>
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<ul>
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<li class="">All custom email templates support <strong>rich text formatting</strong> and <strong>dynamic variables</strong>.</li>
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<li class="">Updates take effect immediately and apply to <strong>all new documents</strong> created after the change.</li>
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<li class="">Organizations can enforce consistent branding and compliance across all user emails.</li>
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<li class="">If no custom email template is configured, and users are not allowed to create individual templates, OpenSign will automatically use the <strong>OpenSign default email templates</strong>.</li>
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</ul>
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<blockquote>
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<p>💡 <strong>Tip:</strong> Always preview your templates before saving to ensure correct formatting and placeholder usage.</p>
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</blockquote>
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