Customizing your email templates and managing document communication is now easier than ever. Whether you’re tailoring emails to your brand or ensuring key stakeholders are informed, here’s how to make the most of these powerful tools.

Preview and Edit Email Templates

Enhance your emails before sending by easily previewing and editing templates. Here’s how:

Step 1: Preview Your Email Template

1. Go to Docs → Settings → Preview.

2. View the email template as it will appear to recipients.

Step 2: Make Edits as Needed

• Adjust templates directly from the preview screen to align with your brand and tone.

Alternative: Edit Templates While Sending

1. Open the document you’re working on.

2. Select Send via Email.

3. Modify the email template directly within the sending interface.

Add CC Recipients for Documents

Ensure everyone stays on the same page by adding CC recipients to your document emails.

Global CC Settings

1. Navigate to Settings → Customer Notifications → CC Settings.

2. Add the desired users or email addresses to be automatically CC’d on all document emails.

   

Per-Document CC

1. Open the specific document you’re sending.

2. Click Send via Email.

3. Add individual CC recipients directly during the sending process.

Why These Updates Matter

• Enhanced Customization: Create professional, branded emails that reflect your business identity.

• Improved Collaboration: CCing stakeholders ensures no one misses crucial updates, improving transparency and teamwork.

Take advantage of these tools to simplify your workflows and strengthen communication with your team and clients.