Go to the dropdown menu in the top left of the page, then click Workspace Settings.
Click Email Configuration to view and edit existing templates.
Common email templates include:
Initial Request – First email sent when requesting documents.
Reminder Email – Follow-up request if documents haven’t been submitted.
Expiring Documents Email – Notifies parties when their submitted documents are about to expire.
Forward Request Email – Sent when a request is forwarded by a recipient to another contact (e.g., their broker).
To edit an email template:
Click on an existing template name or the three dots to the right to select the Edit button.
Adjust the subject line and body text as needed.
Drag and drop tokens (e.g., Party Name, Project Name) to personalize emails dynamically.
Modify the sender details or sign-off to reflect your company’s preferences.
Preview the email to confirm formatting.
Click Save Changes when done.