Articles about Emails
The recipient of an email notification with a document link can forward the email to another person to sign. To maintain the integrity of the audit log signers should use the "Change Signer" link within the email.
Admin Users can add or remove this option. Go to Admin > …
Can the signer be sent a draft copy of the document to review?
Yes. On Legalesign there are numerous email options to cover almost every conceivable circumstance. An admin user will need to set the team default, or custom signer experiences for different situations. Go to Admin > Signing experience > Email options and tick the …
You may want to send an email copy of all signed documents to someone, or a specific repository.
Users with Admin user permissions can set this up for your team. Go to Admin > Signer Experience and in the first set of options section find "CC email others upon signing (…
All outgoing email notifications sent from Legalesign can be customised. Admin users can design branded email templates with their company colours and logos to project a consistent brand image.
To start branding your emails go to Admin > Signer Experience.
The first sectio…
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 se…
You may want extra documents emailed to your signer that you do not want signed, but only attached. For example, your general terms of business or other related information.
Signers, Approvers and CC'd third parties (reviewers) can receive these extra email attachments. The a…
Suppose you have a template with multiple recipients, but it needs to be adapted for fewer signers. In that case, you can exclude signers on the send page without preparing a new template.
For example, an agreement with a maximum of five parties can be sent to just three part…
There are a lot of email notification options on Legalesign. This article explains how to get signed documents copied to the sender and signer(s).
Admin users go to **Admin** > **Signer Experience**. Scroll down to **'Email Options'**. Find the field called **'Email se…
Reminders can be sent to any Participant who hasn't yet actioned the document. To do this:
1. Go to the Dashboard
2. Click on the name/email address of the individual
3. Click the green **'Send Reminder'** button (see below)…
Adding personal messages for your signers is important, improving the deliverability of the email as well as ensuring your customers have a friendly and personalised experience. This article explains how to set up saved emails.
To create a default personal message, go to Adm…
Set emails to go to signers sequentially, or at the same time.
You can decide whether a document is sent to multiple signers simultaneously, or in order. Admins can set the default for the whole team, but users can set this when sending out a document. For admins, go to **Admin** > **Signer Experience** > **Email Options** >…Set the notification emails when a document is signed (including attachments)
You can define whether or not signers get emails, and if so, whether they should receive an attachment. Most email notification situations are covered in Legalesign. Go to Admin > Signer Experience. > Email Options > "Email signer when document is signed" and "Em…
Each user account can send emails from a SMTP server of your choice. Although we recommend the Legalesign email system which is durable and fast.
Click **Admin** > **Users**. You will see a list of all your users. Click on the email of a user, a pop-up form will appe…
When an email bounces it goes red on your dashboard. Click on the red item. A popup will appear and contain text to explain what happened.
If the email bounced because it was spam filtered then this feature is for you.
Sometimes IT administrators will increase the threshol…