How to customise the E-signing email notifications

For more information, please refer to the instructions below:  

Menu -> Portal Settings -> Docusign

The following templates are available to be customised

E-signing notifications:

  • Document e-signing completed
  • Document e-signing rejected
  • Document e-signed by a party
  • E-signing reminder for ASIC documents
  • E-signing reminder for Regular documents

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Every email template has the following default information:  

  • Account logo
  • Text of notification
  • Signature block

To customise a template, select the template in the dropdown box and click on 'Create New'.

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Note: For optimum use, we recommend keeping the codes such as @UserName @AccountName and @CustomText in the templates.

These codes will then pre-populate the relevant client information directly into the template.

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1. E-Signing Notification: the email notification alerts signatory(ies) that there is a request for them to sign a document.

2. Document e-signing completed: the email notification your client receives when document signing is complete. 

'View Documents Online' button: this will redirect you to the collaboration page where all the signed documents are listed.

3. Document e-signing rejected: the email notification sent to all signatories if someone rejects the signing. 

Note: the @OrderName link will be replaced with a name of the document of which the signing was rejected.

4. Document e-signed by a party: the email received when a signatory has completed signing.

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Note: the @OrderName link will be replaced with the name of the signed document.

5. E-signing reminder for ASIC documents - the email notification sent to remind signatories to complete the signing of ASIC document.

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'View Documents Online': When clicking this button, you will be redirected to the DocuSign page for the signing of the documents.

6. E-signing reminders for regular documents - the email notification sent to remind signatories to complete the signing of a regular document.

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'View Documents Online': When clicking this button, you will be redirected to the DocuSign page for the signing of the documents.

 

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