Creating custom signer templates — Classic

Creating custom signer templates

By default, Sertifi includes a template for the emails sent to your signers. However, you have the ability to override this email template and create your own. You can create custom templates for each level of signer for your files.

To create your own email template:

1. Navigate to Administration > Account Settings > Emails in the Sertifi portal.

2. Click Signers in the Invitation Emails section. The Signer Invitation Emails screen appears.

3. Click Add Template. A popup appears.

4. Select the level of signer you want to create a template for, and then select the language you want the email to appear in.

5. Click Create. The InviteSigner screen appears.

   

6. Enter the text you want to use for the Subject of the email.

7. Use the Message Editor to update and compose your message to your signer using text and tokens. You can either update the message in HTML or the Editor, which includes features similar to a Word Processor.

8. Click Save to save, or click Cancel to remove any unwanted changes.