Use this guide to locate and edit email templates in the SignRequest Integration (8) group. Each section below explains what the template is used for and how to find it in Email templates.
How to locate and edit email template 17.1: Send offer to candidate → Candidate
Purpose: Use this template when you want to edit the email sent to a candidate when you send an offer via SignRequest.
Template Details:
Category: SignRequest Integration
Template ID: 17.1
Name: Send offer to candidate → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.1 Send offer to candidate → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.1 Send offer to candidate → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.2: Send offer to Candidates company representative → Candidate
Purpose: Use this template when you want to edit the email sent when an offer is sent via SignRequest to the candidate’s company representative.
Template Details:
Category: SignRequest Integration
Template ID: 17.2
Name: Send offer to Candidates company representative → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.2 Send offer to Candidates company representative → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.2 Send offer to Candidates company representative → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.3: Send document to Candidate
Purpose: Use this template when you want to edit the email sent to a candidate when you send a document for signing via SignRequest.
Template Details:
Category: SignRequest Integration
Template ID: 17.3
Name: Send document to Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.3 Send document to Candidate.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.3 Send document to Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.4: Cancel SignRequest for Candidate document
Purpose: Use this template when you want to edit the email sent when a SignRequest for a candidate document is cancelled.
Template Details:
Category: SignRequest Integration
Template ID: 17.4
Name: Cancel SignRequest for Candidate document
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.4 Cancel SignRequest for Candidate document.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.4 Cancel SignRequest for Candidate document is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.5: Send contract to client → Contact
Purpose: Use this template when you want to edit the email sent to a client contact when you send a contract for signing via SignRequest.
Template Details:
Category: SignRequest Integration
Template ID: 17.5
Name: Send contract to client → Contact
Recipient Type: Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.5 Send contract to client → Contact.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.5 Send contract to client → Contact is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.6: Cancel SignRequest for Candidate & Contact offers
Purpose: Use this template when you want to edit the email sent when a SignRequest offer for a candidate or contact is cancelled.
Template Details:
Category: SignRequest Integration
Template ID: 17.6
Name: Cancel SignRequest for Candidate & Contact offers
Recipient Type: Candidate & Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.6 Cancel SignRequest for Candidate & Contact offers.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.6 Cancel SignRequest for Candidate & Contact offers is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.7: Send Document to Contact
Purpose: Use this template when you want to edit the email sent to a contact when you send a document for signing via SignRequest.
Template Details:
Category: SignRequest Integration
Template ID: 17.7
Name: Send Document to Contact
Recipient Type: Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.7 Send Document to Contact.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.7 Send Document to Contact is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 17.8: Cancel SignRequest for Contact document
Purpose: Use this template when you want to edit the email sent when a SignRequest for a contact document is cancelled.
Template Details:
Category: SignRequest Integration
Template ID: 17.8
Name: Cancel SignRequest for Contact document
Recipient Type: Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select SignRequest Integration.
Choose 17.8 Cancel SignRequest for Contact document.
Select Default variant (or your custom variant).
In the left panel, the group SignRequest Integration is selected.
The template 17.8 Cancel SignRequest for Contact document is highlighted.
Under it, Default is visible as the variant option.