Write the email that goes with a template
Set the subject and message signers receive, with their own details filled in.
In AIMERICA Sign, open Templates and click a template. The Message card on the right holds the email subject and text sent with every agreement made from it; click a variable to insert it where your cursor is, then press Save.
In this video
Step by step
- 1
Each template carries the email your signers receive. Open a template.
- 2
Message, on the right, is the email sent with every agreement made from this template.
- 3
Leave the subject empty for the standard one, or write your own.
- 4
Click in the message, then click a variable to insert it where your cursor is. Each signer gets their own details.
- 5
The variables cover the signer, the agreement, the sender and your business, like the signing link.
- 6
Further down, Email preview shows the email with sample values, as a signer would get it.
- 7
Save would keep the change. Here we go back to Templates without saving.
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