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Send Signed Document Notifications with Download Links

Configure email templates to notify clients or candidates after they sign a document. Include the signed document link in the email so recipients can easily view or download the agreement for their records.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Email Templates , as shown in the screenshot below.

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Step 2: Click the Add Template button.

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Step 3: Enter a name for your email template.
  
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Step 4: Add Internal Notes for your email template if you want to.

To learn more about Internal Notes and how to use them in email templates, refer to the Add Internal Notes to Email Templates article. 


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Step 5: Select Candidate or Client in the Type field. For demonstration purposes, we are selecting Client. 

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Step 6: Select Document Signed Signer Notification as the trigger.

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Step 7: Click the Content button to jump to the email body content.
  
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Step 8: Enter the Subject and Body of the email template.

Example:
Subject Line: Thank you for signing [[document_name]]

Body Content:
Hello [[fname]],


Thank you for signing [[document_name]]. For your own records, you can view or download your signed document by clicking on the following link: [[document_link]]
Warm Regards,

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Step 9: Click the Create button to proceed.

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Once configured, the email template will automatically notify the client or candidate after they sign a document and provide a link to view or download the signed document.