SignedXCustom Email Templates
Upload custom HTML email templates for envelope request and completion notifications, with Mustache bindings for dynamic content.
Overview
Custom email templates enable organisations to fully customise the HTML emails that SignedX sends to recipients when they receive or complete envelopes. This advanced feature grants complete control over email appearance and feel.
Templates can be configured organisation-wide or for specific groups, allowing different brands or business units to maintain unique email designs.
Note
This is an advanced customisation option. We recommend prior experience developing and testing email templates across various email clients. Organisations uncertain about compatibility should contact support before implementation.
Access the Custom Email Templates page via Settings > Custom email templates with SignedX Admin permissions.
Template Types
SignedX supports two custom email template types:
- Envelope request — Email sent to recipients when asked to review and sign an envelope.
- Envelope completion — Email sent to recipients when an envelope has been completed.
Each template type configures independently, allowing custom templates for one while keeping the other as the default SignedX design.
Templates List
The Custom Email Templates page displays:
- Organisation — Organisation email template settings. Click Open to configure templates applying to all envelopes organisation-wide (unless overridden by group templates).
- Groups — Listed groups with individual template settings. Click Open next to a group to configure group-specific templates.
Each entry shows whether Envelope request and Envelope completion templates use Default (SignedX standard) or custom uploaded templates.
Uploading a Custom Template
To upload a custom email template:
Under Email templates, click Browse files next to Envelope request or Envelope completion.
Once uploaded, the template applies to all relevant emails from that organisation or group.
Mustache Bindings
Custom email templates support Mustache bindings for dynamically inserting organisation, group, and envelope information. Available bindings include:
{{endpoint}}— Required. SignedX injects a unique URL for each recipient to action the envelope.{{name}}— The envelope name.{{message}}— The envelope message (recipient's private message takes precedence).{{sender}}— The sender's account name.{{business}}— Organisation's business name (group business name takes precedence if sender belongs to a group).{{email}}— Sender's email address (group email takes precedence if applicable).{{logo}}— Organisation's logo URL (group logo takes precedence if applicable).{{colour}}— Organisation's brand colour (group colour takes precedence if applicable).
The {{endpoint}} binding is required — without it, recipients cannot access
their envelope link.
Removing a Custom Template
To remove a custom template and revert to SignedX's default email design, open the organisation or group settings and select the remove option next to the uploaded template. The template status returns to Default.