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Customizing e-signature email wording

How to change the wording of e-signature emails

Written by Antonio Sierra

The text your signers receive — the invitation, the reminders, the confirmations — comes from messaging templates you control. You can reword them, and you can point different actions at different templates so a contract email doesn't have to read like an itinerary email.


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Where to edit the wording

  1. Go to Settings > Documents & Templates.

  2. Open Preferences, then Notifications. This is where the notification copy lives.

  3. Edit the text for the notification you want to change and save.

The e-signature email itself uses a messaging template listed at the bottom of Preferences > Emails. Open that template to change the body of the signing invitation.


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Giving different actions their own wording

If you want your contract emails, itinerary emails and payment emails to read differently — or to go out in different languages — duplicate the messaging template and point each action at its own copy.

  1. In Preferences > Emails, duplicate the messaging template.

  2. Rename the copy so it's clear which action it belongs to.

  3. Write the wording, or the translation, you want for that action.

  4. Point the relevant action at the duplicated template.

Repeat for each action you want to handle separately. This is also how you run more than one language — one template per language, each assigned where it's needed.


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If that doesn't work

Some notifications share their copy with a closely related one, so a change you make in one place can show up in another. If you need two related notices to read differently and editing them separately isn't holding, message us from the messenger and we'll set it up for you.


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Good to know

  • Wording changes apply to notifications sent from that point on. A contract already out for signature keeps the text it was sent with.

  • Duplicating a template before you edit it is a good habit generally — it gives you something to fall back on if you want the original wording again.

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