Contract Email Templates

At the top of your dashboard, click on Settings > Organisation > Emails. This is where you can view and edit all the email templates that are set up for your Organisation. If you do not edit them, they will be sent using the default template text. If you do not have the ability to "Edit" these templates, please contact your main Administrator who can give you the required access.

Admin "Contract" Email Templates

• Contract Assigned for Review - sent to an Admin when a Contract is assigned to them to review before it's sent.

• Contract Fully Signed - sent to Admins once every signatory has signed and the Contract is active.

Applicant "Contract" Email Templates

• Contract Notification - sent to other members of the Applicant's organisation to let them know a Contract has been sent to a colleague for signing.

• Contract Offer / New Applicant Contract Offer - sent when a Contract is ready to review and sign. The "New Applicant" version also asks them to set a password first, for Applicants who don't yet have an account.

• Contract Signed by Admin - sent once the Admin has counter-signed, confirming the Contract is now active.

• Contract Reminder - sent to the Applicant a set number of days after a Contract was sent for signing, if it still hasn't been signed. See Setting Up Email Reminders for how to configure it.

Verifier/Institution "Contract" Email Templates

This only applies if your Contract Template uses a signatory setup that includes a Verifier/Institution (see Contract Signatories).

• New Verifier/Institution Contract Offer - the equivalent Contract Offer sent to a Verifier/Institution who needs to sign, for one that doesn't yet have an account.