Articles about Emails

Brand your email notifications and add your logo

All public-facing aspects of the system can be branded (i.e. emails to signers and your signing page).  This article is about branding your emails only. You need to be an **Admin** user. Go to Admin > Signer Experience . In the **Email Branding** section you can add your log…

Can a signer forward the document to someone else to sign

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 …

CC email a copy of all signed documents

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 (…

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 se…

How to add static email attachments to notification emails

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…

How to change email subject lines

This article explains how to change the email subject line for a signer in Legalesign. Admin permissions within your team are required. To change the subject line of email notifications go to **Admin** > **Signer Experience** > **Email Text**. You will see that th…

Receive signed documents by email

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…

Send a reminder (or new link) to a signer

Reminders can be sent to any signatory who hasn't approved or signed their document. Go to the Dashboard and click on the email address of the individual signer, this will reveal a small pop-up with the option to **'Send Reminder'**. You can add an optional personal messag…

Set a default personal message when sending documents

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…

Use a personal email account or your own SMTP server

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…

What to do if an email bounces with a spam warning

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…

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