Easily Link Email Templates to Document Templates and Individual Documents

Discover how to link email templates to document templates and contracts. Personalize emails for specific workflows and contracts with this powerful new feature.
Product Updates and Tutorials: Link Email Templates to Document Templates & Individual Documents

Customizing emails for your contracts and documents just got easier. The new feature allows you to link email templates directly to document templates and individual documents, giving you complete control over how emails are sent in your workflows. This update eliminates the frustration of sending generic emails with contracts by enabling template-specific customization for better communication and context.

What’s New?

This powerful feature introduces the ability to configure unique email settings for each document template and individual document. Here’s what’s new:

  1. Configure “From” Name and Email: Customize the “From” name and email address for your document templates and individual documents.
  2. Set Email Subjects and Templates: Define specific email subjects and templates tailored to each contract or document template.

Now, you can create workflows with multiple contracts, each with its own unique email settings, ensuring that your communication remains clear and relevant.

How to Use the Feature

Setting up email templates for document templates and individual documents is quick and straightforward. Follow these steps to get started:

  1. Navigate to the Document Settings
    • Go to Payments > Documents & Contracts > Templates.
    • Open the document you want to customize.

      Screenshot showing the document settings page, highlighting the section for configuring email templates and subjects.
  2. Configure Email Settings
    • In the document, click Settings and locate the email configuration section.
    • Set up the “From” name, “From” email, subject line, and email template that you want to use with this document template.
  3. Apply Settings
    • Save your changes. These settings will now apply whenever you use this document template in a workflow or send a document manually.

      Screenshot of the email template configuration options, including fields for "From" name, "From" email, subject line, and template selection.

Why This Feature Matters

This update was designed with user feedback in mind. Here’s why it’s so important:

  • Custom Communication:
    Different types of contracts often require unique messaging. With this feature, you can tailor emails to match the context of each contract, improving clarity and professionalism.
  • Workflow Flexibility:
    Create workflows with multiple contracts, each tied to a specific email template. This ensures that every document is sent with the right information and tone, enhancing the recipient’s experience.
  • Time-Saving Automation:
    By linking email templates to document templates, you save time by avoiding the need to manually customize emails for every document.

This feature empowers businesses to personalize their communication, ensuring that every document sent is paired with an email that provides the right context.

The ability to link email templates to document templates and individual documents is a game-changing feature for anyone managing workflows, contracts, or client communication. It allows for greater customization, clarity, and professionalism in every email you send. Start using this feature today to streamline your processes, enhance communication, and save valuable time.

author avatar
Brianna Johns
Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

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