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 reliable throughput.

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

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