In Penneo, each user can set their own default email template for sending messages to signers, reminder messages and case completed messages. This allows for consistent communication with signers.
Please note that setting a default template is a user-level configuration and cannot be configured on company level by the administrator, so each user must go through these steps independently.
To set your default email template, start by logging into your Penneo account. Once logged in, click Configure on the left side menu, and then E-mail templates.
If you wish to create a new email template, please see this guide. If you prefer to choose an existing template, simply select the title from the list on the left side.
Once you're satisfied with your template, locate the option to Set as Default on the bottom right. Now choose what type of default template this should be sent out as.
- Message to signers (case files): This message will be sent out to signers, requesting to sign the documents, when sending out the case file.
- Reminder message (case files): This message will be sent out to signers who have not yet signed, reminding them to sign.
- Case completed message (case files): This message will be sent out when all parties have signed the documents.
This will ensure that your selected template is automatically applied when sending out documents in the future unless you manually choose a different one during the sending process.