Create Saved Email Messages

Customise your notification emails with personal messages that can be pre-saved and applied automatically to every send, selected on a per send, or on a per team basis.

These messages are inserted into the first email inviting a Party to sign. They may only contain plain text (no formatting) and capped at 5,000 characters.

Admin users can create a pre-saved personal message by going go to Admin > Saved emails.

If you have a pre-set message that will suffice for all sent documents, click Use everytime (see below). Create multiple saves messages and apply as required at sending.

These can be edited on an ad-hoc basis on the Send page.

Use placeholders to mail merge your recipient's details with the personal message.

Link a saved message to a specific template by giving both the same name. The system will automatically associate them at the point of sending.

Admin users can set a personal message on the Saved emails page (in the Admin menu).

Once a personal message has been drafted and saved, tick the Use every time option to make it the default (see below).

Use placeholders to mail merge your recipient's details with the personal message.

To have a personal message specific to a particular document name them the same for the software to automatically associate them.

If you've multiple personal messages saved, select the appropriate one from the Send page by clicking the icon just below the Party's name (see below). You can also modify the message if needed.

static email attachments