Customize Default Email Templates for Shared Documents

This topic will walk you through how to customize your default email template for shared documents.

When you email and share documents directly from Ironclad, replies and feedback are automatically added to the workflow’s activity feed.

Workflow Designer also allows you to create and send custom emails when sharing documents outside of the workflow. You can incorporate properties from your workflow to personalize the email message.

Customize Your Default Email Template for Shared Documents

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Review tab > Settings, and then locate Default Email Template.
2. Update the email text.
3. If you want to add dynamic workflow properties to allow for customized email messages based on the information from your workflow template, enter a [ where you would like to add the dynamic workflow property. A list of properties displays. You can include dynamic workflow properties in the Subject line. Dynamic Table properties, Yes/No form property types, File Upload properties, and related properties cannot be added into the email body or subject line.
4. Select the dynamic workflow property you want to add.
5. If you want to copy a dynamic workflow property into your email text, locate the property in the Properties and Conditions panel. Click the three stacked dots next to the property, and then click Copy property code. Paste the property into your email text.
6. Click Save.