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    Official Guide

    Documents & Contracts: Email Templates and Team Notifications Setup

    Customize the emails sent to your clients when sharing a document and set up internal notifications for your team.

    1. Customizing Client Emails

    • 1. Go to Settings > Email Services.
    • 2. Locate the Document Templates section.
    • 3. Customize the subject and body of the email sent with the document link.
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    2. Setting Up Team Notifications

    • 1. In the Document builder settings, navigate to the Notifications tab.
    • 2. Configure which team members should be notified when a document is viewed or signed.
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    • Tags: document emails, contract notifications, team alerts, email templates

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