Quick Answer
You can configure email templates in Trust Layer by navigating to Workspace Settings > Email Configuration, selecting or duplicating a template, and customizing it for document requests and automations.
Step-by-Step Instructions
1️⃣ Step 1: Access Email Configuration – From the dashboard, click on your workspace name, then select Workspace Settings > Email Configuration.
2️⃣ Step 2: View Default Templates –
The system provides default templates for document requests, reminders, and expiring documents.
When sending an initial document request, Trust Layer automatically loads the appropriate template based on the workflow stage.
3️⃣ Step 3: Customize or Create a Template –
Click on an existing template (e.g., Initial Document Request).
Select Duplicate, rename the template (e.g., "Final Request"), and click Save.
Modify the email content as needed and save the changes under the Custom tab.
4️⃣ Step 4: Use Custom Templates in Document Requests –
Navigate to a party’s profile and select Send Document Request.
Choose the preferred email template from the dropdown.
You can also customize the email for that specific party without changing the global template.
5️⃣ Step 5: Apply Email Templates in Bulk Requests –
When sending bulk document requests, select the appropriate email template in Step 2 of the bulk send process.
6️⃣ Step 6: Use Email Templates in Automations –
In Workspace Settings > Automations, select an automation and choose an email template for automated messaging.
The system will use the assigned template for reminders and follow-ups.
Troubleshooting & FAQs
💡 Common Issue 1: Custom email template is not appearing → Solution: Ensure the template is saved under the Custom tab in Email Configuration.
💡 Common Issue 2: Need to modify an email for one party → Solution: Select the template when sending the request, then manually edit the email before sending.
Additional Resources
📚 Related Articles:
💬 Still Need Help? Contact [email protected] or use the in-app chatbot for assistance.