From waivers to terms of service and more, Documents and Contracts keep the expectations and boundaries between you and your clients clear and accessible. Since they help define the expectations and obligations on both sides, you want to guarantee everyone involved reads them.

By customizing the subject line for the emails sent with your documents and contracts, you increase the chances of them being read. It also helps you control the information you are relaying and emphasize its importance.

Personalizing the Subject #

To start, go to the Documents & Contracts tab inside your Payments section. Make sure you have the All Documents & Contracts view, then access the Settings. Inside Settings, you can edit the subject for the emails depending on who will be receiving them.

Customers #

These are the notifications to your clients. The first notification is obligatory; the system uses it to send out the document or contract. The second is sent out after the recipients have signed, and this one is optional, so you can toggle it off if you like.

Team Members #

These notifications are internal, for you and your team. They are fully optional since they are only sent out when the document or contract has been signed, and they can be toggled off.

Once you have selected the correct notification, click Email Subject at the bottom. Here you can overwrite the subject as normal; it will be used every time the notification is sent out, even if you use a template with a preset subject line.

When you are happy with your subject line, click Save and you are done. You can now ensure every recipient reads your emails when you send them a document or contract.

Frequently Asked Questions #

Why should I customize the email subject line for documents? #

A tailored subject line increases the chance the email is opened and read, helps you control the message you are relaying, and emphasizes the importance of the document or contract.

Where do I edit the subject line? #

Go to the Documents & Contracts tab in the Payments section, open the All Documents & Contracts view, access Settings, choose the notification, and click Email Subject at the bottom.

Which customer notifications can I customize? #

There are two: the obligatory notification used to send the document, and an optional notification sent after the recipient signs, which you can toggle off.

What are team member notifications for? #

They are internal alerts for you and your team, sent only when a document or contract has been signed. They are fully optional and can be toggled off.

Does my custom subject override a template’s preset subject line? #

Yes. The subject you set is used every time the notification is sent, even if the template you use has its own preset subject line.

What do I do after editing the subject? #

Click Save to apply your custom subject line, and it will be used on the selected notifications going forward.