Customizing email templates
Available from Professional edition
Customizing Zoho Sign's email templates will help you share your unique brand identity.
Enabling email templates customization
Email templates can only be customized when the related setting is enabled.
- Hover over the Settings tab and choose Email templates.
- Toggle Enable customization to ON.
- Select the language in which you would like to customize the email template.
Note: To make the selected language the common language for all emails sent by your organization's Zoho Sign users, select the Set as common language check box. You can customize the email template for multiple languages and use based on the signer's vernacular preference. - Under Choose a template, select from the list. Zoho Sign allows you to edit the following templates:
- Sending document for signature
- Sending document for approval
- Sending document to host for in-person signature collection
- Reminding recipient for a document sent for signature
- Reminding recipient for a document sent for approval
- Reminding host for a document waiting in-person signature collection
- Sending document to re-assigned recipient for signature
- Sending document to re-assigned recipient for approval
- Sending document for viewing
- Notifying when a document is declined
- Notifying when a document is recalled
- Notifying when a document is completed (with attachment)
- Notifying when a document is completed(with download link)
- Sending copy of a document
- Click Edit template in the top right corner to customize the email's subject, header, message, header color, and button color.
- The following tags can be used for email template customization:
$DOCUMENT_NAME$ for the name of the document
$ORG_NAME$ for the name of the organization
$SENDER_NAME$ for the sender's name
$SENDER_FIRST_NAME$ for the sender's first name
$SENDER_LAST_NAME$ for the sender's last name
$SENDER_EMAIL$ for the sender's email address
$RECIPIENT_NAME$ for the recipient's name
$RECIPIENT_EMAIL$ for the recipient's email address
$EXPIRY_DATE$ for the expiry date of the document
$NOTE$ for the public note or message to all the recipients
$PRIVATE_NOTE$ for the private note to the recipient
$LOGO_URL$ for adding organization's logo
$RECALL_REASON$ for adding reason when a document is recalledeclined - Click Save, and repeat steps 3-5 if you'd like to add other languages.
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