Message templates save you from retyping the same envelope name and recipient message every time you send. They keep naming and wording consistent across your team, which matters when you send high volumes or work from a standard process (for example, the same engagement letter layout each month).
Each template can set an envelope name and a message to recipients. When someone picks a template while sending, we fill those fields for them. They can still edit before the envelope goes out. Administrators create and manage templates under Settings → Message templates.
A message template stores:
Template name — how it appears in the dropdown when sending.
Envelope name (optional) — applied to the envelope when the template is selected. If the template includes an envelope name, it replaces whatever is currently in the Envelope name field.
Envelope message — the text that populates Message to recipients on Step 4 (Review envelope).
The envelope message and envelope name each support their own placeholders (see below).
You can use placeholders in Envelope message so the same template reads differently for each recipient. It works in a similar way to Add private messages: one template in the editor, but each person gets wording that matches their own details when it matters.
Binding | Inserts |
|---|---|
| Full name of the recipient |
| First name of the recipient (first word) |
| Email address of the recipient |
| Name of the sender |
| Email address of the sender |
| Contact number of the sender |
Notes: While you edit the template or review Step 4, Message to recipients and the Email preview show placeholders exactly as you typed them. When the envelope is sent, we replace them with each recipient’s details in their emails and on the signing page. Placeholders must be written exactly as shown, with no spaces inside the curly braces.
When you select a message template on Step 4, we resolve these placeholders from the recipients already on the envelope and set one envelope name for the whole send.
Use these in the Envelope name field on a message template. The number is the recipient’s position in your recipient list when you apply the template (first recipient is 1, up to 9):
Placeholder | Inserts |
|---|---|
| Full name of recipient 1 |
| First name of recipient 1 |
| Email of recipient 1 |
| Same pattern for recipients 2–9 |
When you create or edit a message template, use Template availability to control who can select it when sending:
Administrator accounts (default) — only administrators can see and use the template (in addition to the administrator who created it, who always has access to their own templates).
All accounts in organisation — every account in your organisation can use the template when sending.
Group: [name] — only accounts in that group can use the template.
Only administrators can create, edit, and delete message templates. Standard accounts can use templates that have been shared with them via template availability.
