Envelope Templates

Envelope templates provide a way for you to configure notifications for use with document envelopes created using DocumentNOW. Once created, these templates can be customized for the following stages of the envelope lifecycle:

  • Email notifications

  • DocumentTRAK web notifications

  • SMS messages

In addition, you can configure document transmission to occur when the envelope is completed.

Use the following steps to create a new Envelope Template:

Create a new Envelope Template by clicking on the New icon, and entering the basic elements necessary:

  • Click the New button.

  • Provide a unique name for the envelope template design

  • Select an email design set

  • Select who has access to the envelope template via the accessibility selection

  • Provide a description of the envelope template

  • Add a tag, which may be used for any purpose

Both the description and tag are included in the return values when a DocumentNOW ListEnvelopeTemplates call is made. These items may be useful for building a dynamic user interface for selecting envelope templates and may be used for any purpose you see fit.

After saving the envelope template, select Edit > Edit Notifications to modify email notifications, DocumentTRAK web notifications, and SMS messages. Document Transmissions may also be added on the Envelope Complete step.