Configure your email content
SigningHub enables you to even customise the content of email notifications that are associated with your workflow activities. These emails are used to inform you (document owner) and the recipients about your workflow progress.
Customise your email notifications content
Click "Configuration", then click "Notifications" under Settings options in the Personal Configuration section.
Click the "Email Content" tab.
Select an email template (i.e. Send a Copy, Document Completed, Document Declined, etc.) and click the "Edit" button in the right panel. The default content (subject and body) of the selected email type will be displayed in the respective fields.
Customise the text of the email subject and email body as required. You can also use the source code option
to add the HTML code for email design.
Click the "Save changes" button. Click the "Reset to default" button to discard your customisations and bring the content of the email back to its default.
Reset the contents of all your email notifications
Click "Configuration", then click "Notifications" under Settings options in the Personal Configuration section.
Click the "Email Content" tab.
Click the "Reset to default" button at the bottom of the email notifications list to reset the content of all the emails to the default.
Click "Yes" in the confirmation dialogue.
Reset the content of your email notification
Click "Configuration", then click "Notifications" under Settings options in the Personal Configuration section.
Click the "Email Content" tab.
Select an email template, and click the "Reset to Default" button in the right panel.
Click "Yes" in the confirmation dialogue.
Types of Personal Emails
There are certain document-related emails that you can edit, i.e.:
Document Shared
Document Reviewed
Document Completed
Document Recalled
Sign-off Reminder
Document Post Processing
Document Signed
Document Declined
Document Updated
Send a Copy
Document Processed by Others
Document Processed by Me
Comment Added to Document
Shared Space
Each email has a distinct purpose in the SigningHub workflows and is sent to the users on a specific event. The names of these emails precisely imply the events on which they are triggered.
Emails Content
The emails are comprised of particular placeholders which are automatically replaced with the predefined text (in the language file) upon sending. These placeholders are shown in CAPS within [ ]. The email templates, along with their supported placeholders, are given below:
Document Shared
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[OWNER_NAME]
[DOCUMENT_NAME]
[EMAIL_MESSAGE]
[OWNER_EMAIL]
Document Reviewed
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[OWNER_NAME]
[DOCUMENT_NAME]
[APPROVE_REASON]
[UPDATE_TIME]
Document Completed
[APPLICATION_NAME]
[DOCUMENT_NAME]
[DOCUMENT_ID]
[OWNER_NAME]
[DOCUMENT_NAME]
Document Recalled
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[OWNER_NAME]
[OWNER_EMAIL]
[DOCUMENT_NAME]
Sign-off Reminder
[APPLICATION_NAME]
[DOCUMENT_NAME]
[EMAIL_MESSAGE]
[COLLABORATOR_NAME]
[OWNER_NAME]
[OWNER_EMAIL]
[DOCUMENT_NAME]
Document Post Processing
[APPLICATION_NAME]
[DOCUMENT_NAME]
[USER_NAME]
[DOCUMENT_NAME]
[DOCUMENT_ID]
[EMAIL_MESSAGE]
[OWNER_NAME]
[OWNER_EMAIL]
Document Signed
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[OWNER_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[UPDATE_TIME]
Document Declined
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[DECLINE_REASON]
[OWNER_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[UPDATE_TIME]
Document Updated
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[OWNER_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[UPDATE_TIME]
Send a Copy
[APPLICATION_NAME]
[DOCUMENT_NAME]
[DOCUMENT_OWNER]
[DOCUMENT_NAME]
[EMAIL_MESSAGE]
[COLLABORATOR_NAME]
[OWNER_EMAIL]
Document Processed by Others
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[USER_NAME]
[DOCUMENT_NAME]
[ACTION_PERFORMED]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[UPDATE_TIME]
[OWNER_NAME]
Document Processed by Me
[APPLICATION_NAME]
[DOCUMENT_NAME]
[USER_NAME]
[DOCUMENT_NAME]
[ACTION_PERFORMED]
[DOCUMENT_OWNER]
[DOCUMENT_OWNER_EMAIL]
[UPDATE_TIME]
Comment Added to Document
[APPLICATION_NAME]
[DOCUMENT_NAME]
[COLLABORATOR_NAME]
[USER_NAME]
[DOCUMENT_NAME]
[ACTION_COMMENT_ADDED]
[COLLABORATOR_NAME]
[COLLABORATOR_EMAIL]
[UPDATE_TIME]
Shared Space
[APPLICATION_NAME]
[COLLABORATOR_NAME]
[WORKSPACE_NAME]
[WORKSPACE_SHARED_OWNER_INFO]
[APPLICATION_NAME]
Do not edit the text inside a placeholder; otherwise, it will malfunction.
The availability of the "Notifications" tab depends on the permissions configured for your assigned role. The ability to edit or reset notifications further depends on whether the "Edit" permission for "Notifications" is enabled in the assigned role.
Text shown in CAPS within [ ] is the placeholder (system variable) that is used in the email content. You must not edit the text of these variables. They will be replaced automatically with the predefined text from the language file upon sending the email notification.
In case you are logged in as an enterprise user and edit your personal email content, then your email modifications (in the content) will overrule your default enterprise email content.
The emails sent from an enterprise account and from SigningHub to the enterprise users are branded as per the enterprise branding configurations, and will have the company-defined customisations (i.e. header, footer, logo, etc.) in the email content.
The existing users who have upgraded their SigningHub to the latest release may click the "Reset to Default" button to get the new email types in the "Type" drop-down.
Email layout can be rendered from right to left in case of those languages that has right to left script, this can be done by configuring email notifications' advanced settings.
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