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Preview and CC now enabled in emails of Documents & Contracts

December 26, 2024

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:

      1. Templates
      2. Individual documents
      3. 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.

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