Email Templates

Allows customization of email templates

Definition of terms

The following keys are needed to work with email templates

• flowKey There can be many flows each with its own email templates

Email template types

The following email template types are available Signup, Notification, Confirmation or SalesPerson.

Template type	Description	When	Address to use in To field
Signup	Sent to the customer requesting his signature	When a signing process or sequence is created	{{customer.email}}
Notification	Sent to the company	When a signing process or sequence has completed	someemail@yourcompany.com
Confirmation	Sent to the customer	When a signing process or sequence has completed	{{customer.email}}
SalesPerson	Sent to your company user that sent the signature request to the customer	When a signing process or sequence has completed	{{salesPerson}}

Register an email template

Email templates can be managed via the API. All routes can be viewed in Swagger

• DEV
• PROD

Handler template

Example email template

{
  "flowKey": "722989cac3fx",
  "to": "{{customer.email}}",
  "Bcc": "",
  "subject": "Electronic signature request from {{companyName}}",
  "message": "<p>{{companyName}} asks you to sign {{customer.Meta.pdfFileName}}</p>",
  "includeFiles": false,
  "templateType": "Signup",
  "language": "En"
}

Handler template values

The following values are available for use in the message

Handle	Description
{{customer.address}}	The customers address *
{{customer.city}}	The customers city *
{{customer.email}}	The customers email *
{{customer.name}}	The customers name *
{{customer.phoneNumber}}	The customers phone number *
{{customer.postalCode}}	The customers postal code *
{{customer.ssn}}	The customers social security number *
{{customer.Meta.pdfFileName}}	The name of the file to be signed
{{salesPerson}}	The email of the company user that sent the signature request
{{companyName}}	The name of your company
{{companySsn}}	The social security number of your company *
{{flowName}}	The name of the flow
{{customer.Meta.VARIABLE}}	where VARIABLE is your custom field created via Smart Form

• *if provided by you