Snapdocs offers a few email templates that can be tailored to include specific information in your emails every time they go out.
Note: Only company team members with Admin permissions are able to access and edit email templates.
Creating Email Templates
Step 1: Select Admin then Company Settings.
Step 2: Select Templates under Email & notifications
Step 3: Enter text into the template fields and then select Save.
When Sending Docs to Notary
Text will populate in the email that gets sent to the notary when you send the documents on an order.
Notary View:
Notary Confirmation Terms
Text in this field will appear at the bottom of the notary confirmation email in gray.
Notary view:
Client Confirmation Terms
Text added in this field will appear in gray at the bottom of the client confirmation email.
Client view:
Client Invoice Message
Any text added here will be included in the invoice email to the client. Participants will also see the text in this field in the email they receive, however they will not actually receive an invoice.
Client view:
Consumer Confirmation Message
If you have chosen to include the consumer on the order, you can customize the message that they receive in the confirmation email using this template.
Consumer view:
