You can create separate email templates for Lightning that you can view while submitting request, sending documents for review, and signatures in Lightning. You can also restrict the availability of these email templates to a group of users.

You must create a temporary folder to save temporary templates. If you do not create the temporary folder, the temporary email templates are added to the folder that contains Lightning email templates.

You can add merge fields in the subject as well as the body. To add a merge field in the subject, you need to add the merge field in the body then copy the merge field to the subject.

You can also configure agreement rules to autoselect an email template when you are submitting request, sending documents for review, and signatures in Lightning. For more information on configuring agreement rules, see Setting Up Rule-based Agreement Request Process Parameters.