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📧 Email Templates

🚀 Steps to Set Up Custom Email Templates​

Step 1: Log in to your OpenSign account using valid credentials.
Step 2: Navigate to the Settings section and click on Preferences.
Step 3: Click on the Email tab. Here, users can configure and edit custom email templates for different stages of the document lifecycle.

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✉️ Request Signature Email​

This email is automatically sent to all signers when a document is shared with them for signing.

  • Customize the subject line, greeting, message body, and footer to match your tone and branding.
  • Use dynamic placeholders like {{document_title}}, {{receiver_name}}, and {{signing_url}} to personalize each message.
  • Personalized messages improve open rates and help recipients understand the context of the request.

📩 Document Completion Email​

This email is sent to all signers and the document owner once the signing process is complete.

  • Includes a summary message along with the signed document and completion certificate as attachments.
  • Template customization allows teams to reinforce brand messaging post-signature.
  • Ideal for legal confirmations, audit trails, and archival communication.

🔄 Reset Template Text​

Click the Reset button to restore the template content to its default version.
Don’t forget to click Save afterward to apply the changes.

🛠️ Additional Notes​

  • All custom email templates support rich text formatting and variables for dynamic content.
  • Changes to templates take immediate effect and apply to all new documents created after the update.
  • Organizations can define a consistent template style across all teams to ensure compliance and branding.

💡 Tip: Preview your templates before saving to ensure correct formatting and placeholder usage.

For more assistance with OpenSign™ features or APIs, contact our support team at support@opensignlabs.com.