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Customize reassign document email contents

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2 mins read

You can customize the Reassign Document 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:

    • New Signer
    • Old Signer
    • Other Recipients
  2. Choose language
    You can pick a Language for the email.

  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
Sender name The name of the sender
Sender email The email address of the sender
Recipient name The name of the recipient or signer
Document created date The date the document was created
Document link The link to sign the document
Document expiry date The date the document will expire
Document title The title of the document
Document message The general message in the document
Private message The unique message specifically for each recipient
In-person signer list The list of in-person signers
Reviewer list The list of reviewers
Signer list The list of signers
Reassign reason The reason for reassigning the document
Old recipient name The name of the original recipient
Old recipient email The email of the original recipient
New recipient name The name of the new recipient
New recipient email The email of the new recipient
  1. Customize email subject
    In the Email subject field, modify the email subject line using the available placeholders.

    Sample subject line:

    You have reassigned the signing of the document {documentTitle} to {newRecipientName}
    

    Sample email body:
    Using the editing tools, you can change the email body content’s font style, size, color, and alignment. You can also change the email body content sign link button text.

    Hello {recipientName},
    
    You have successfully reassigned the signing of {documentTitle} to {newRecipientName} ({newRecipientEmail})
    
    Reason :
    {reassignReason}
    
    {Sign Now|{documentLink}}
    
    Thank you,
    {senderName}
    
    
  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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