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Configuring emails content in a template

SigningHub enables you to customize the email content in a template that is used to intimate the configured recipients (signers/ reviewers).

To customize the email content in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of customizing the email content. 
  1. Add the recipients and/ or placeholders as required. The recipients will be added under "Workflow Details" (see step 2). 
  2. The list of added recipients and placeholders is maintained accordingly under the "Workflow Details" caption.
  3. Click the "More Actions" option. 

  4. Click the "Email Settings" option. The "Email Settings" provision will be displayed in the secondary right menu.
  5. Customize the email subject.
  6. Customize the content of email body and click the "Save" button. This email will be sent to each configured recipient when the workflow is triggered.
  7. Click the "<Back" button to navigate the previous screen.
  8. Click the "Next>" button to continue.
  9. Click the "Save Template>" button from next appearing screen. 
  10. The "Save Template" screen will appear, edit template name and description if required and click the "Save" button to save these configurations.

1. Content shown in CAPS within [ ] are system variables and will be filled automatically. You must not edit or delete these variables.
2. To experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 

See also

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