Every template in the list has pre-defined default text that is available to be changed if you require.
To start customising the template go to Menu > Portal Settings > Electronic Signing:
Select a template in the dropdown box.
The following templates are available to be customised:
- E-Signing Notification
- E-Signing Notification Company Registration
- Document e-signing Completed
- Document e-signing Rejected
- Document e-signed by a Party
- E-signing reminder for ASIC documents
- E-signing reminder for Regular documents
Every email template has the following default information:
- Account logo
- Text of notification
- Signature block
To customise a template, select the template in the dropdown box and click on 'Create New'.
Note: For optimum use, we suggest keeping the codes such as @UserName @AccountName and @CustomText in the templates.
These codes will then pre-populate the relevant client information directly into the template.
1. E-Signing Notification: The email notification alerts signatory(ies) that there is a request for them to e-sign a document (excluding company registrations).
2. E-Signing Notification Company Registration: The email notification alerts signatory(ies) that there is a request for them to e-sign a company registration document.
3. Document e-signing Completed: The email notification for when document e-signing is complete.
4. Document e-signing Rejected: The email notification for when a signatory rejects the e-signing request.
5. Document e-signed by a Party: The email received for when a signatory has completed e-signing.
6. E-signing reminder for ASIC documents: The email notification sent to remind signatories to complete the e-signing of an ASIC document.
7. E-signing reminders for regular documents: The email notification sent to remind signatories to complete the signing of a regular document.
Where the 'View Documents Online' button is available in the email template:
If e-signing is incomplete - It will redirect the signatory to the DocuSign page to e-sign the documents.
If e-signing is complete - It will redirect users to the collaboration page where all the signed documents are listed.