Customize Default Email Templates for Shared Documents

This article provides an overview of customizing email templates for Share Documents at Review.

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

To customize your email template:

1. Go to the Workflow Designer tab and select the workflow configuration you’re updating.
2. Click the Review tab > Settings > Default Email Template.
3. Customize the email template.
   • Note: You can add dynamic workflow properties with square brackets ([ ]). Please note that Dynamic Table, Yes/No, File Upload, and related properties can’t be added to the email body or subject line.
4. Select the dynamic workflow property you want to add.
   • Note: You can locate property codes in the Properties and Conditions panel. Click the three stacked dots next to the property you want to add, and then click Copy property code. Paste the property into your email text.
5. Click Save.