How to Customize Subject Lines For Documents & Contracts

Clear communication through Documents and Contracts is essential in maintaining transparency and setting expectations between you and your clients. These documents outline both parties' responsibilities and ensure everyone understands their obligations, so it’s vital to make sure they are thoroughly read.

To increase the likelihood that your clients will read these documents, personalizing the subject line of your emails can be highly effective. A customized subject line not only catches attention but also conveys the importance of the document being shared.

Customizing Email Subject Lines

To begin, navigate to the Documents section within the Payments area. Ensure you’re viewing the All Documents & Contracts section, and access the Settings option.

Within the settings, you can modify the email subject lines based on the intended recipient.

Customer Notifications

These notifications are sent directly to your clients. The first email is mandatory, as it is used to send the Document or Contract. A follow-up notification is optional and can be sent once the document is signed, though you have the option to disable this if not needed.

Team Notifications

These are internal alerts sent to you and your team members, primarily after a Document or Contract is signed. Since they are for internal use, they are fully optional and can be turned off if unnecessary.

After choosing the appropriate notification, scroll down to the Email Subject section. You can replace the default subject with your personalized version, and this new subject will be applied each time the email is sent, even if a template with a pre-set subject line is used. Once you're satisfied with your changes, click Save, and you're all set!

Now, you’ve taken steps to ensure your emails stand out and your clients are more likely to engage with the important Documents or Contracts you send!