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Customizing email templates sent to signers

Steps to tailor email messages for your recipients Customizing email templates ensures a consistent and personalized communication experience for your signers. Here’s how to do it:

  1. Access email template settings:
    • Log in to your Signit account and go to the Settings section Organization Settings.
    • Select Organization email branding. 
  2. Choose the template to customize:
    • Select Use My Own Branding to customize, such as
    • Sender Name 
    • Color 
    • Company Logo
  3. Preview the email:
    • Click on Send A Test Email to see how the customized email will appear to recipients.
    • Make adjustments if necessary.
  4. Save and apply changes:
    • Save the customized template to apply it to all outgoing emails. 

Note: Customized templates improve recipient engagement and reinforce your brand’s professionalism.