Email Templates

Email templates standardize the messages Loyva sends on your behalf: signature requests, reminders, completion notices, and proposal deliveries.

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.