📧 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.
✉️ 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.