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Documents & Contracts: Preview Email Templates, Add CC Recipients, and Link Email Templates
Preview messages before you send, keep stakeholders looped in with CC, and link template-specific emails so each contract type stays consistent and on-brand.
Sending Document Emails Without Confusion or Missed Details
When sending documents, it can be difficult to ensure emails are clear, reviewed before sending, and shared with the right people.
Email templates, preview options, and CC settings allow you to control how document emails are written, who receives them, and how they are delivered.
Without these controls, emails may go out with errors, miss key stakeholders, or create confusion about what action is required.
This guide will walk you through how to preview templates, add recipients, and link email settings so your document communication stays clear and consistent.
To begin, review the key features available for managing document email communication.
Key Features and Benefits
- Email Template Preview: Review and refine templates before sending to match your brand tone.
- CC Recipients: Add global or per-document CCs to keep stakeholders informed.
- Template-Specific Emails: Link unique email templates to each contract template for consistent messaging.
- Better Collaboration: Ensure teams and clients stay aligned without extra manual follow-ups.
Follow along: Set a strong default globally, then link custom templates for high-usage contract types to reduce manual edits.
Preview and Edit Email Templates
Preview mode helps you confirm the subject, layout, and messaging before a document goes out—so you avoid mistakes and improve consistency.
- Navigate to Payments → Documents & Contracts → Settings.
- Open Preview to view and review email templates.
- Edit templates to align with your brand messaging (subject line, body text, variables).
- When sending a document, you can also edit the email content from Send via Email (for a one-off customization).
Pro tip: Keep subjects short and action-oriented (e.g., “Action Required: Please Sign”) and avoid spammy punctuation.
Link Email Templates to Contract Templates
Linking templates helps you keep context-specific messaging for different contract types—without rewriting emails every time.
- Navigate to Payments → Documents & Contracts → Templates.
- Choose a contract template and set custom sender details, subjects, and content.
- These linked email settings can override global defaults for that template.
- Workflows triggered by that template will use its associated email behavior.
Example: A “Proposal” template can have a softer subject and intro, while a “Service Agreement” template can be more direct and compliance-focused.
Add CC Recipients
CC helps keep internal teams, partners, or stakeholders informed—without forwarding emails manually.
- Global CC: Go to Settings → Customer Notifications → CC Settings. Addresses added here apply to templates, documents, and public files by default.
- Per-document CC: Open a document → choose Send via Email → add CC recipients for that specific send.
Keep it clean: Only CC people who truly need the updates to avoid inbox overload (and confusion for the signer).
Pro Tips
- Preview every time: Catch formatting issues and missing variables before sending.
- Use global CC for “always-in-the-loop” roles: Example: billing@, ops@, or account managers.
- Use per-document CC for one-offs: Example: legal review, implementation partner, or a second decision-maker.
- Link templates for repeat contract types: Reduces manual edits and keeps messaging consistent.
Want smoother document emails and fewer back-and-forth edits?
Preview emails, standardize CC rules, and link template-specific messaging so your contracts look professional and consistent every time.
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Frequently Asked Questions
Can I customize the email template for a single document?
Yes. You can edit the email while sending a specific document without changing your global template settings.
Is there a limit to CC recipients?
The number of CC recipients can vary depending on system configuration. Check your platform guidelines for any limits.
Will CC recipients have access to the document?
Yes. CC recipients will receive access based on your send settings (document link or file/attachment behavior).
How do I update the global CC list?
Navigate to Settings → Customer Notifications → CC Settings and update the email addresses as needed.
Can I preview the email before sending?
Yes. Use the email template preview to review and adjust content before sending.
Can I use different templates for each contract?
Yes. You can link unique email templates to each contract template for context-specific communication.
Do linked templates work with workflows?
Yes. Workflows using a specific document template will trigger that template’s associated email settings.
Are global settings still useful?
Yes. Global settings act as the default for documents that do not have custom linked email templates.
Keep Document Communication Consistent
Combine preview, CC, and linked templates to reduce mistakes, keep stakeholders informed, and make every contract email feel polished and intentional.
Clearer emails. Better follow-through.
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