How to customise the E-signing email notifications – NowInfinity

Menu -> Portal Settings -> DocuSign

The following templates are available to be customised.

E-signing notifications:

Every email template has the following default information:

To customise a template, select the template in the dropdown box and click on 'Create New'.

Note: For optimum use, we recommend 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 sign a document.

2. Document e-signing completed: the email notification your client receives when document signing is complete.

'View Documents Online' button: this will redirect you to the collaboration page where all the signed documents are listed.

3. Document e-signing rejected: the email notification sent to all signatories if someone rejects the signing.

Note: the @OrderName link will be replaced with a name of the document of which the signing was rejected.

4. Document e-signed by a party: the email received when a signatory has completed signing.

Note: the @OrderName link will be replaced with the name of the signed document.

5. E-signing reminder for ASIC documents: the email notification sent to remind signatories to complete the signing of ASIC document.

'View Documents Online': When clicking this button, you will be redirected to the DocuSign page for the signing of the documents.

6. E-signing reminders for regular documents: the email notification sent to remind signatories to complete the signing of a regular document.

'View Documents Online': When clicking this button, you will be redirected to the DocuSign page for the signing of the documents.