In Mekari Sign, you can set up email templates to be used when sending documents. Templates can be customized based on the document type so that each document type can have a different email format. Here are the steps.
Go to the Settings menu.
In the Preferences tab, click “Email template”.
On this page, you can see the default templates we provide. If you need a different template, you can click “New template” to create a new email template.
Select the document type for which you want to create an email template.
Enter the email subject name and you can insert “{ (opening curly brace)” to add variables.
The added variables will look like this.
Next, add a message (optional) to be included in the email body.
Then click “Save” to save.
After the template is created, you can also take actions on the template by sliding the slider, then clicking “Actions” and choosing View details to see template details, Edit to modify, or Delete to remove it.
When creating a document, the template you made will appear as follows.
And the email will look like this.
That concludes the explanation on how to set up email templates. Next, learn how to customize the email appearance here.
