Email templates

Docustay sends email only about a document your workspace made, and only to the people named on it. You control the words of all eight messages.

The eight messages

Message	Goes to	Has the sign button
Signing invitation	each person asked to sign	yes
Reminder	a person who has not signed yet	yes
Completed copy	everyone, when the document is fully signed	no
Declined	the person who sent the document, when someone declines	no
Cancelled	people who were asked to sign, when the sender cancels	no
Expired	the person who sent the document, when it lapses unsigned	no
Verification code	a person opening a document that asks for an email code	no
Payment receipt	the person who paid while signing	no

What you can change

Open Settings → Email templates. For each message you can set the subject, the preview line (the grey text next to the subject in an inbox), the body, the button label and the footer. A live preview shows the email with sample values filled in, and Send me a test sends it to you. Reset goes back to the built-in wording.

Each language has its own wording. If a language has none saved, the built-in wording for it is used.

Variables

Put a variable in double curly brackets, for example {{signer.name}}. Each message lists the variables it may use, and an unknown one is refused when you save. Common ones: {{signer.name}}, {{sender.name}}, {{org.name}}, {{document.title}}. The invitation and reminder also have {{link}}; the code message has {{code}} and {{minutes}}; the receipt has {{amount}} and {{description}}.

For one document only

On the Details step of a send you can change the subject and the message for that document alone. From the API you can also set the reply-to address and the sender name, in the email object of the send request. See Email API.

Your own sender

Emails come from Docustay's address by default. To send from your own domain, add it in Settings → Email, put the DNS records it shows at your DNS host, and press check. See Email setup.

From the API

Read the wording the workspace uses now, change one message, and look at it with made-up names before anyone gets it. A key with the account:read and documents:write permissions does all three.

curl https://app.docustay.app/api/v1/email-templates \
  -H "Authorization: Bearer $DOCUSTAY_KEY"

curl -X PUT https://app.docustay.app/api/v1/email-templates/invitation \
  -H "Authorization: Bearer $DOCUSTAY_KEY" \
  -H "Content-Type: application/json" \
  -d '{"locale":"en","subject":"{{sender.name}} sent you {{document.title}} to sign","buttonLabel":"Review and sign"}'

DELETE on the same address goes back to the standard wording, and POST to /preview returns the email as it would look.