Customize and brand your company email templates to provide a professional business experience to the recipients. Additionally, you can customize the body text of emails sent to the recipient when you send a transaction.
Email customization is done for individual Business Units. If multiple Business Units are enabled for an org, users can select from multiple Business Units in the Create Transaction user interface. For more information on Business Units, see Business Units.
If you need a document to be signed, the email the signer receives can have a specified text. Additional details are added to the Sent Email body so your users can more easily identify and confirm information associated with the transaction. The email body is defined. The document name is bolded and includes a list of recipients to whom the transaction email is sent.
To customize emails
- Navigate to Conga Sign Setup and click Business Units.
- Click Edit Business Unit next to a specific Business Unit.
- Enter values in the following fields to customize your Conga Sign emails:
- Email Display Name
- City, State, and Zip/Postal Code
- Phone Number
It is not required to enter values for all email configuration and contact fields in a Business Unit. For more information on customizing email fields for a Business Unit, see Configuring Business Units.
- Click Save.
Both the original Signer and Requester receive Re-assigned Requester email notifications. Error messages were updated to explain to users who attempt to re-assign Signer after previous successful re-assignment. The error message states: This document has already been re-assigned to a new Signer. Each Signer can only re-assign to a new Signer once.