When creating a case file to send out documents for signing, you can choose pre-made email templates in the last step of the case file creation.

Please note that it is only possible to create email templates in the Penneo Web version and not in the Desktop application.

There are three types of emails that are sent to the signing recipients. You can customise the initial message, the Signing Request. To customise the signing request message for an individual signer, please see this guide. 

1. Signing request 
2. Reminders
3. Finalisation emails.

In Penneo, there are two types of templates:

• company email templates, that can only be created by administrators and are then available for every user in the company to choose from when sending out case files;
• personal email templates, that every user can create by themselves but are only available for the user who created them to choose from when sending out case files.

How to create a company template

You can only create a company template if you have administrator rights. 

1. To start, you can either:
   • Click Configure on the left side menu, and then Company and navigate to the tab called Email Templates. Then click on Create company templates.
   • Click Configure on the left side menu, and then Email Templates. Then click on the Manage company templates tab.

2. Once you are in the Email Templates tab, select Create new company template.
3. Edit the template's title, subject, and message according to your preference. The template title is what you will see when you choose among email templates in the case file creation process. Note that the signing links will be inserted automatically below your message (and cannot be moved). It is possible to merge fields in the subject and message of your template; to see all the available 'Merge fields' options, click on Merge fields information. 
4. Once you're done editing your template, click on Create template. You can always come back to change the template; if you do, remember to click on Save changes. 

You will now be able to see the newly created template in your template list, and it will also be available to be seen and chosen by every user in your company when creating a new case file.

Furthermore, when looking at your template list, you can easily discern which templates are company templates and which ones are personal templates by checking whether there is a suitcase next to the template name (that is visible only in the case of company templates).

How to create a personal template

1. Click Configure on the left side menu, and then Email Templates. 
2. Click on Create new template.
3. Edit the template's title, subject, and message according to your preference. The template title is what you will see when you choose among email templates in the case file creation process. Note that the signing links will be inserted automatically below your message (and cannot be moved). It is possible to merge fields in the subject and message of your template; to see all the available 'Merge fields' options, click on Merge fields information. 
4. Once you're done editing your template, click on Create template. You can always come back to change the template; if you do, remember to click on Save changes. 

You will now be able to see the newly created template in your template list, and it will be available to be seen and chosen by you when creating a new case file.

Furthermore, when looking at your template list, you can easily discern which templates are company templates and which ones are personal templates by checking whether there is a suitcase next to the template name (that is visible only in the case of company templates).