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Hi community, I would love to customize the email that our customers receive when an envelope is completed. Is there a way? In the template editor, I only see an option to add text; images and formatting are not allowed.
Solved
Customization for "received envelope" email
+2- Newcomer
- 2 replies
Best answer by marco.tanglao
Hello
Thank you for reaching out here in Docusign Community.
Yes, this is possible using Resource File. Please take note that this feature is only available for corporate plans.
If you are on a web plan and you wish to get this feature you must upgrade your plan to a corporate in order to get the said feature.
You need to contact our Sales Team if you wish to upgrade your account.
If you are already on a corporate plan, you need to Open a Case to enable the feature.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
+8- Community Moderator
- 319 replies
- Answer
Hello
Thank you for reaching out here in Docusign Community.
Yes, this is possible using Resource File. Please take note that this feature is only available for corporate plans.
If you are on a web plan and you wish to get this feature you must upgrade your plan to a corporate in order to get the said feature.
You need to contact our Sales Team if you wish to upgrade your account.
If you are already on a corporate plan, you need to Open a Case to enable the feature.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
+2- Newcomer
- 2 replies
My plan is named “business pro”, is that a corporate plan?
I am not sure really
+8- Community Moderator
- 319 replies
Hello
Yes, you are on a corporate plan.
Resource file changes should be made by someone with expertise in XML and HTML or by someone who has done enough due diligence in the area to know the types of changes they are making and how they will affect the account.
We recommend testing in a Docusign demo account to practice and validate a configuration before making any changes into a live production environment.
If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Marco Paulo | Docusign Community Moderator
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