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href="/docs/category/settings"><span>Settings</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Custom email templates</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>📧 Email Templates</h1></header>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" 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" translate="no"></a></h2>
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<p><strong>Step 1:</strong> Log in to your OpenSign account using valid credentials.<br>
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<strong>Step 2:</strong> Navigate to the <strong>Settings</strong> section and click on <strong>Preferences</strong>.<br>
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<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>
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<img width="800" alt="add team" src="https://github.com/user-attachments/assets/dc1efaab-c7f9-4f82-abc4-1cafd587f7ce">
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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 with them for signing.</p>
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<ul>
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<li class="">Customize the subject line, greeting, message body, and footer to match your tone and branding.</li>
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<li class="">Use dynamic placeholders like <code>{{document_title}}</code>, <code>{{receiver_name}}</code>, and <code>{{signing_url}}</code> to personalize each message.</li>
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<li class="">Personalized messages improve open rates and help recipients understand the context of the request.</li>
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</ul>
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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 complete.</p>
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<ul>
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<li class="">Includes a summary message along with the signed document and completion certificate as attachments.</li>
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<li class="">Template customization allows teams to reinforce brand messaging post-signature.</li>
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<li class="">Ideal for legal confirmations, audit trails, and archival communication.</li>
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</ul>
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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 the template content to its default version.<br>
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<!-- -->Don’t forget to click <strong>Save</strong> afterward 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>variables</strong> for dynamic content.</li>
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<li class="">Changes to templates take immediate effect and apply to all new documents created after the update.</li>
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<li class="">Organizations can define a consistent template style across all teams to ensure compliance and branding.</li>
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</ul>
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<blockquote>
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<p>💡 <strong>Tip:</strong> Preview your templates before saving to ensure correct formatting and placeholder usage.</p>
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</blockquote>
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