This article will go over how to set up the email template that will go to candidates or clients once they have signed a document. The email will include a link to the document that will allow them to click on it, open it up, and download it.
Step 1:
Go to MORE-> EMAIL TEMPLATES
Step 2:
Click Add Template
Step 3:
For Name: Put any title you want to call the email. This is admin-only and a great way to identify the template. Example "Notification to Candidate when document is signed"
Type: Select Candidate if you want it to go to Candidate
Client if you want to go to Client
Trigger:
Document Signed Signer Notification
Step 4:
If you want to adjust who it is sent from, who you want to sent it to based on type you can adjust on this page. If not changes, click Next Content
Step 5:
Put in your subject line
Type out the email context
To include the link to the document, include [[document_link]]
To put the document name/title, include [[document_name]]
Click Create
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