OpenSign/assets/js/0edab2fb.019b45cf.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[6827],{27047(e,n,t){t.r(n),t.d(n,{assets:()=>r,contentTitle:()=>o,default:()=>h,frontMatter:()=>a,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/User Menu/Console/emails","title":"Mail","description":"This page allows the admin user to configure and manage customized email templates at the organization level.","source":"@site/docs/help/User Menu/Console/emails.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/emails","permalink":"/docs/help/User Menu/Console/emails","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/emails.md","tags":[],"version":"current","sidebarPosition":5,"frontMatter":{"sidebar_position":5,"title":"Mail"},"sidebar":"tutorialSidebar","previous":{"title":"Global SMTP","permalink":"/docs/help/User Menu/Console/globalSMTP"},"next":{"title":"Custom File Storage","permalink":"/docs/help/User Menu/Console/custom_filestorage"}}');var i=t(74848),l=t(28453);const a={sidebar_position:5,title:"Mail"},o="\ud83d\udce7 Company Email Template Settings",r={},c=[{value:"\ud83e\udde9 Set Up Custom Email Templates at the Organization Level",id:"-set-up-custom-email-templates-at-the-organization-level",level:2},{value:"\u2709\ufe0f Request Signature Email",id:"\ufe0f-request-signature-email",level:2},{value:"\ud83d\udce9 Document Completion Email",id:"-document-completion-email",level:2},{value:"\ud83d\udd04 Reset Template Text",id:"-reset-template-text",level:3},{value:"\ud83d\udee0\ufe0f Additional Notes",id:"\ufe0f-additional-notes",level:2}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"-company-email-template-settings",children:"\ud83d\udce7 Company Email Template Settings"})}),"\n",(0,i.jsxs)(n.p,{children:["This page allows the ",(0,i.jsx)(n.strong,{children:"admin user"})," to configure and manage customized email templates at the ",(0,i.jsx)(n.strong,{children:"organization level"}),".",(0,i.jsx)(n.br,{}),"\n","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."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-set-up-custom-email-templates-at-the-organization-level",children:"\ud83e\udde9 Set Up Custom Email Templates at the Organization Level"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials (",(0,i.jsx)(n.strong,{children:"admin access required"}),").",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.strong,{children:"Step 2:"})," Navigate to the ",(0,i.jsx)(n.strong,{children:"Profile Menu"})," and click on ",(0,i.jsx)(n.strong,{children:"Console"}),".",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.strong,{children:"Step 3:"})," Go to the ",(0,i.jsx)(n.strong,{children:"Email"})," tab. Here, admin users can create, edit, and manage organization-level email templates."]}),"\n",(0,i.jsx)("img",{width:"800",alt:"custom email templates",src:"https://github.com/user-attachments/assets/b2fd3497-3e2b-4acc-b8a5-09bad8a5e5ba"}),"\n",(0,i.jsxs)(n.p,{children:["To set up a custom email template at the user level, refer to the guide here:",(0,i.jsx)(n.br,{}),"\n",(0,i.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates",children:"https://docs.opensignlabs.com/docs/help/Settings/Custom-email-templates"})]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"\ufe0f-request-signature-email",children:"\u2709\ufe0f Request Signature Email"}),"\n",(0,i.jsx)(n.p,{children:"This email is automatically sent to all signers when a document is shared for signing."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Customize the ",(0,i.jsx)(n.strong,{children:"subject line"}),", ",(0,i.jsx)(n.strong,{children:"greeting"}),", ",(0,i.jsx)(n.strong,{children:"message body"}),", and ",(0,i.jsx)(n.strong,{children:"footer"})," to match your brand\u2019s tone and style."]}),"\n",(0,i.jsxs)(n.li,{children:["Use dynamic placeholders like ",(0,i.jsx)(n.code,{children:"{{document_title}}"}),", ",(0,i.jsx)(n.code,{children:"{{receiver_name}}"}),", and ",(0,i.jsx)(n.code,{children:"{{signing_url}}"})," for personalization."]}),"\n",(0,i.jsx)(n.li,{children:"Personalized messages increase open rates and help recipients clearly understand the signing request."}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-document-completion-email",children:"\ud83d\udce9 Document Completion Email"}),"\n",(0,i.jsx)(n.p,{children:"This email is sent to all signers and the document owner once the signing process is successfully completed."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Contains a summary message along with the ",(0,i.jsx)(n.strong,{children:"signed document"})," and ",(0,i.jsx)(n.strong,{children:"completion certificate"})," as attachments."]}),"\n",(0,i.jsx)(n.li,{children:"Customizing this template helps maintain brand consistency even in post-signature communications."}),"\n",(0,i.jsxs)(n.li,{children:["Ideal for sharing ",(0,i.jsx)(n.strong,{children:"legal confirmations"}),", ",(0,i.jsx)(n.strong,{children:"audit trails"}),", or ",(0,i.jsx)(n.strong,{children:"record-keeping"})," updates."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h3,{id:"-reset-template-text",children:"\ud83d\udd04 Reset Template Text"}),"\n",(0,i.jsxs)(n.p,{children:["Click the ",(0,i.jsx)(n.strong,{children:"Reset"})," button to restore any modified email template back to its ",(0,i.jsx)(n.strong,{children:"default OpenSign version"}),".",(0,i.jsx)(n.br,{}),"\n","After resetting, make sure to click ",(0,i.jsx)(n.strong,{children:"Save"})," to apply the changes."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"\ufe0f-additional-notes",children:"\ud83d\udee0\ufe0f Additional Notes"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["All custom email templates support ",(0,i.jsx)(n.strong,{children:"rich text formatting"})," and ",(0,i.jsx)(n.strong,{children:"dynamic variables"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Updates take effect immediately and apply to ",(0,i.jsx)(n.strong,{children:"all new documents"})," created after the change."]}),"\n",(0,i.jsx)(n.li,{children:"Organizations can enforce consistent branding and compliance across all user emails."}),"\n",(0,i.jsxs)(n.li,{children:["If no custom email template is configured, and users are not allowed to create individual templates, OpenSign will automatically use the ",(0,i.jsx)(n.strong,{children:"OpenSign default email templates"}),"."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,i.jsx)(n.strong,{children:"Tip:"})," Always preview your templates before saving to ensure correct formatting and placeholder usage."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.p,{children:["For further assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(n.strong,{children:(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function h(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},28453(e,n,t){t.d(n,{R:()=>a,x:()=>o});var s=t(96540);const i={},l=s.createContext(i);function a(e){const n=s.useContext(l);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:a(e.components),s.createElement(l.Provider,{value:n},e.children)}}}]);