Where templates are used

• Signature requests: the initial email signers receive.

• Reminders: manual or scheduled nudges to outstanding signers.

• Completion emails: sent to CC recipients with the signed PDF.

• Proposal delivery: when you send a proposal for review.

Create or edit a template

1. Open Templates → Emails.

2. Pick the template type or click New Template.

3. Edit the Subject and Body. Use variables like {{Client Name}}, {{Document Name}}, {{Sender Name}}.

4. Save. New emails immediately use the updated template.

Variable replacement

Variables are replaced at send time using the envelope's context. If a variable can't be resolved (e.g. {{Client Name}} on an envelope with no client), it's removed cleanly, no {{...}} leaks through.

Per-send overrides

On Step 4 of the document wizard you can edit the subject and body for that envelope only. Overrides don't change the saved template.