OpenSign/assets/js/21f05a2f.231bf8ca.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[5524],{38353(e,t,n){n.r(t),n.d(t,{assets:()=>r,contentTitle:()=>o,default:()=>m,frontMatter:()=>l,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/Settings/Custom-email-templates","title":"Custom email templates","description":"\ud83d\ude80 Steps to Set Up Custom Email Templates","source":"@site/docs/help/Settings/Custom-email-templates.md","sourceDirName":"help/Settings","slug":"/help/Settings/Custom-email-templates","permalink":"/docs/help/Settings/Custom-email-templates","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Custom-email-templates.md","tags":[],"version":"current","sidebarPosition":8,"frontMatter":{"sidebar_position":8,"title":"Custom email templates"},"sidebar":"tutorialSidebar","previous":{"title":"Disable DocumentId","permalink":"/docs/help/Settings/disabledocumentid"},"next":{"title":"Security","permalink":"/docs/help/Settings/SecurityManagement"}}');var i=n(74848),a=n(28453);const l={sidebar_position:8,title:"Custom email templates"},o="\ud83d\udce7 Email Templates",r={},c=[{value:"\ud83d\ude80 Steps to Set Up Custom Email Templates",id:"-steps-to-set-up-custom-email-templates",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 t={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,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.header,{children:(0,i.jsx)(t.h1,{id:"-email-templates",children:"\ud83d\udce7 Email Templates"})}),"\n",(0,i.jsx)(t.h2,{id:"-steps-to-set-up-custom-email-templates",children:"\ud83d\ude80 Steps to Set Up Custom Email Templates"}),"\n",(0,i.jsxs)(t.p,{children:[(0,i.jsx)(t.strong,{children:"Step 1:"})," Log in to your OpenSign account using valid credentials.",(0,i.jsx)(t.br,{}),"\n",(0,i.jsx)(t.strong,{children:"Step 2:"})," Navigate to the ",(0,i.jsx)(t.strong,{children:"Settings"})," section and click on ",(0,i.jsx)(t.strong,{children:"Preferences"}),".",(0,i.jsx)(t.br,{}),"\n",(0,i.jsx)(t.strong,{children:"Step 3:"})," Click on the ",(0,i.jsx)(t.strong,{children:"Email"})," tab. Here, users can configure and edit custom email templates for different stages of the document lifecycle."]}),"\n",(0,i.jsx)("img",{width:"800",alt:"add team",src:"https://github.com/user-attachments/assets/dc1efaab-c7f9-4f82-abc4-1cafd587f7ce"}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"\ufe0f-request-signature-email",children:"\u2709\ufe0f Request Signature Email"}),"\n",(0,i.jsx)(t.p,{children:"This email is automatically sent to all signers when a document is shared with them for signing."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Customize the subject line, greeting, message body, and footer to match your tone and branding."}),"\n",(0,i.jsxs)(t.li,{children:["Use dynamic placeholders like ",(0,i.jsx)(t.code,{children:"{{document_title}}"}),", ",(0,i.jsx)(t.code,{children:"{{receiver_name}}"}),", and ",(0,i.jsx)(t.code,{children:"{{signing_url}}"})," to personalize each message."]}),"\n",(0,i.jsx)(t.li,{children:"Personalized messages improve open rates and help recipients understand the context of the request."}),"\n"]}),"\n",(0,i.jsx)(t.h2,{id:"-document-completion-email",children:"\ud83d\udce9 Document Completion Email"}),"\n",(0,i.jsx)(t.p,{children:"This email is sent to all signers and the document owner once the signing process is complete."}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Includes a summary message along with the signed document and completion certificate as attachments."}),"\n",(0,i.jsx)(t.li,{children:"Template customization allows teams to reinforce brand messaging post-signature."}),"\n",(0,i.jsx)(t.li,{children:"Ideal for legal confirmations, audit trails, and archival communication."}),"\n"]}),"\n",(0,i.jsx)(t.h3,{id:"-reset-template-text",children:"\ud83d\udd04 Reset Template Text"}),"\n",(0,i.jsxs)(t.p,{children:["Click the ",(0,i.jsx)(t.strong,{children:"Reset"})," button to restore the template content to its default version.",(0,i.jsx)(t.br,{}),"\n","Don\u2019t forget to click ",(0,i.jsx)(t.strong,{children:"Save"})," afterward to apply the changes."]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"\ufe0f-additional-notes",children:"\ud83d\udee0\ufe0f Additional Notes"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["All custom email templates support ",(0,i.jsx)(t.strong,{children:"rich text formatting"})," and ",(0,i.jsx)(t.strong,{children:"variables"})," for dynamic content."]}),"\n",(0,i.jsx)(t.li,{children:"Changes to templates take immediate effect and apply to all new documents created after the update."}),"\n",(0,i.jsx)(t.li,{children:"Organizations can define a consistent template style across all teams to ensure compliance and branding."}),"\n"]}),"\n",(0,i.jsxs)(t.blockquote,{children:["\n",(0,i.jsxs)(t.p,{children:["\ud83d\udca1 ",(0,i.jsx)(t.strong,{children:"Tip:"})," Preview your templates before saving to ensure correct formatting and placeholder usage."]}),"\n"]}),"\n",(0,i.jsxs)(t.p,{children:["For more assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(t.strong,{children:(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function m(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},28453(e,t,n){n.d(t,{R:()=>l,x:()=>o});var s=n(96540);const i={},a=s.createContext(i);function l(e){const t=s.useContext(a);return s.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function o(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:l(e.components),s.createElement(a.Provider,{value:t},e.children)}}}]);