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Customize individual sign email contents

Published:
2 mins read

You can customize the Individual Sign email template for each recipient type and language. Customization options include modifying the subject line and body content of the email.

  1. Select recipient type
    In the Recipient type dropdown, select whom you are customizing the email for:

    • Signer
    • Reviewer
    • Group Signer
    • Group Reviewer
  2. Choose language
    You can pick a Language for the email.

    edit individual sign email template

  3. Placeholders

    How to add placeholders in the email template
    Use / or @ to insert a placeholder in the Email Subject editing area and Email Body Content edit area.

    What are the placeholders available for this email template?

Placeholder Description
Recipient name The name of the recipient.
Completed signer email The email of the signer who completed the document.
Completed signer name The name of the signer who completed the document.
Document title The title of the document.
Contact group name The name of the contact group.
  1. Customize email subject
    In the Email subject field, modify the email subject line using the available placeholders.

    Sample subject line:

    {completedSignerName} has signed the document {documentTitle}
    

    Sample email body:
    Using the editing tools, you can change the email body content’s font style, size, color, and alignment.

    Hello {recipientName},
    
    {completedSignerName} ({completedSignerEmailOrPhone}) has successfully signed the document {documentTitle}. We will continue to update you as other signers sign the document and will also email a copy of the final document once everyone has signed.
    
    
  2. Save changes
    After editing, click the Save Changes button. You can also revert the email template to the original default version by clicking the Reset to Default button.

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