How to Customize SignWise Request and Completion Emails



After creating a couple of SignWise requests, you may find that you want to customize the request and completion emails for your SignWise templates. For example, you may want to have one template for your contracts and another template for your disclosure requests. Below we'll cover three ways you can customize your SignWise request and completion emails:



Default SignWise Request and Completion Emails

Note: These settings can only be updated by Administrator users.

As discussed in Step 1 of our SignWise tutorial, you can edit your default SignWise request and completion emails by navigating to your SignWise Agency Settings.


Note: Your default signature will be added to your request and completion emails, so you don't need to include them here!


Template-Specific Customization


Note: These settings can only be updated by Administrator users.

This is a great option if you want to create a template-specific email that will always be sent for a specific template, like a contract. See below for instructions on how to set this up:


1) Navigate to the Signature Template You Want to Customize

  1. Go to your Files module
  2. Click the Name of the signature template you want to customize
  3. Choose Signature template

2) Click Customize in the Email Content Box

Notice how the default email templates (described above) are currently associated with this signature template.


3) Customize the SignWise Request or Completion Email

  1. Choose the Customize email content option
  2. Edit the email Subject (optional)
  3. Edit the email Body (optional)
  4. Click Templates to insert email templates (optional)
  5. Add email Attachments (optional)
  6. Click Update email content

Request-Specific Customization


If you only want to customize the email in a specific request, this is your best option! Follow these steps to do so:


1) Click New SignWise Request in the Relevant Profile's Files Tab

From a Client, Community, or Referral profile, click New SignWise request in the Files tab.


2) Choose the SignWise Template You Want to Use


3) Click Customize in the Email Content Box


4) Customize Your Request or Completion Email


  1. Choose the Customize email content option
  2. Edit the email Subject (optional)
  3. Edit the email Body (optional)
  4. Click Templates to insert email templates (optional)
  5. Add email Attachments (optional)
  6. Click Update email content

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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