From waivers to terms of service, Documents and Contracts keep the expectations and boundaries between you and your clients clear and accessible. Because they define the expectations and obligations on both sides, you want to make sure everyone involved actually reads them.
Customising your subject line for the emails sent with your documents and contracts increases the chances of them being read. It also helps you control the message you're sending and highlight its importance.
Personalizing the Subject
To get started, go to the Documents & Contracts tab inside your Payments section. Make sure you're in the All Documents & Contracts view, then open Settings.
Inside Settings, you can edit the subject for the emails depending on who will be receiving them.
Customers
These are the notifications sent to your clients. The first notification is required; the system uses it to send out the document or contract. The second is sent once the recipient has signed and is optional, so you can toggle it off if you prefer.
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Team Members
These notifications are internal, sent to you and your team. They're entirely optional as they only go out once a document or contract has been signed, and can be toggled off.
Once you've selected the right notification, click Email Subject at the bottom. You can overwrite the subject as you like; it will be used every time that notification is sent, even if you're using a template with a preset subject line.
When you're happy with your subject line, click Save and you're done.
That's all there is to it. You can now make sure every recipient opens your emails when you send them a document or contract.