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Idea Submitted

Create Email Body Template Capability

Categories:eSignature
  • September 9, 2024
  • 2 replies
  • 32 views

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Hello,

It would be nice if you were able to save a standard message that goes into an email body as a template for when you send hundreds of the same type of document.

2 replies

mshealy
Established Contributor
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  • Established Contributor
  • September 9, 2024

Couldn’t you use eforms for that?


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  • Troubleshooter
  • November 13, 2024

Envelope Templates give you the ability to template a basic email message.

But I’m guessing, you mean you want to be able to use more than a couple of simple fields like recipient name in the message body?
What other fields would you want to be able to put into your message (email) template?