In Mekari Sign, you can set up email templates to use when sending documents. Templates can be customized based on the document type, so each document type can have a different email format. Here are the steps.
Go to the Settings menu.
On the Preferences tab, click “Email template”.
On this page, you can view the default template we provide. If you need a different template, 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. You can insert “{ (opening curly brace)” to add a variable.
The added variable will look like this.
Next, add a message (optional) to be inserted into the email body.
- Check Share template with company users if you want to share the template with other users.
- Click “+ Select users” to select users.
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Check Make this template mandatory if you want to make the template mandatory when creating the selected document type.
If you enable this option, the created template will be marked with a lock icon as shown below.
Then click “Save” to save.
After creating the template, you can also take action on it by moving the slider, clicking “Actions”, and then selecting View details to view the template details, Edit to make changes, or Delete to delete it.
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When creating a document, the template you created will appear as follows.
You can also click “Change template” to change the email template.
The email will look like this.
That concludes the explanation of how to set up email templates. Next, learn how to customize the email appearance here.
