Email Placeholders

Placeholders are like mail merge fields that define where you want a value that will be defined later. You will want to use placeholders for signer names for example.

You can use these placeholders in any email-related text field. Tick "**Use everytime**" if you'd like to set a message as default. In particular, review how to make ready-made personal messages.

Use the following placeholders in emails to signers.  They will be replaced with the correct value when the email is sent out.

• {{group_name}} - the public name of the group you are sending from

• {{doc_name}} - the name you give the sent document

• {{sender_fullname}}

• {{sender_firstname}}

• {{sender_lastname}}

• {{sender_email}}

• {{signer_fullname}}

• {{signer_firstname}}

• {{signer_lastname}}

• {{signer_email}}

Go to Admin > Saved emails to set one up and watch this video on using email placeholders:

You can also use your own SMTP, although we recommend using the standard Legalesign one for fast and reliability throughout.

We highly recommend using a default personal message commencing Dear {{signer_firstname}} to improve email deliverability and avoid warnings (gmail).