What’s New
Email Template Preview: Easily preview and customize your email templates before sending.
CC on Document Emails
Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to:
- Templates
- Individual documents
- Public documents
How to Use:
Preview & Edit Email Templates:
- Navigate to Docs → Settings → Preview.
- Edit templates as needed.
Alternatively, edit the email template on the fly when sending a specific document:
- Go to the desired document.
- Click Send via Email.
- Modify the email template directly.
Add CC Users:
Global CC Settings:
- Go to Settings → Customer Notifications → CC Settings.
- Add desired CC users.
Per-Document CC:
- Open the specific document.
- Click Send via Email.
- Add CC users during the sending process.
Why?
- Enhanced Customization: Tailor your communication by editing email templates to match your brand and message.
- Improved Collaboration: Easily include additional stakeholders by CC’ing them on document emails, ensuring everyone stays informed.
