Create preset email messages

Save and reuse preset email messages so senders can apply consistent wording when sending documents.

You will need Admin permissions to create or manage preset email messages.

Create a preset email message

1. Go to Presets > Email Messages.
2. Click Create Message +.
3. Enter a clear title for the message.
4. Add the message content you want senders to reuse.
5. Save the message.

Set a default message

If you want one preset to be selected automatically:

1. Open Presets > Email Messages.
2. Find the message you want to use by default.
3. Turn on the Default switch.

The default message will then be preselected when sending documents.

Use a different preset while sending

Senders can still choose another preset on the send flow:

1. Open the Send page for the document.
2. Go to the recipient details area.
3. Open the Options menu.
4. Select a different preset email message.

Customise the message before sending

Preset messages are a starting point. You can still edit the email text before the document is sent if you need to tailor it for a specific recipient or transaction.

Use placeholders

You can include placeholders in preset messages to personalise them with recipient or document details.

Related guides:

• How to change email subject lines
• Email placeholders