Tokens

You can use tokens in your emails to automatically pull information about your account, file, signed document, and custom metadata to appear directly in your emails. To see a list of available tokens, click Tokens on the edit screen for each email template. The tokens list updates depending on the type of email template you're creating. For instance, for all Payment emails, a list of Payment Receipt Tokens appear in the token list, whereas for an Invitation email, no payment receipt tokens appear. The token list serves as a reference while you're creating your email templates.

Token Scenario

Your name is Jane Smith, and you're the front desk manager for The Closing Group. You want to send out custom emails for your second level signers for room contracts. You're a Super Admin in your Sertifi portal, and know that you had your Sertifi CSM enable the ability to edit email templates in your portal.

You log in to your portal and navigate to the Emails section to create a custom email template for your second level signers. You want to make sure that your email includes your account name, your name as the file owner, and the name of the file you're sending. You know you need to use tokens so that all second level signer emails are updated dynamically with the appropriate information.

You click Tokens to see the dropdown of available tokens, and see that you need to use the following:

{AccountName} to show the name of your account in the email.
{OwnerName} to show the name of the file owner in the email.
{RoomName} to show the name of the document in the email.

In the Message Editor, you write out the content you want to appear in the email body for the email sent to your second signers. In the body text, you include the following string: {OwnerName} from {AccountName} has sent you the file {RoomName} for your review and signature.

Now, when the email sends to your second signer to invite them to sign the document, the body of the email will read: Jane Smith from The Closing Group has sent you the file Room Contract for your review and signature. From here, the second signer can view the contract and sign.