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:

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.