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In the context of External Share, “Email communication” refers to the outgoing emails, that is the (invite to share). When external link is created, invitation email will be sent to a external user

  1. Invite

    • This is the first outgoing email when a contract is created.

    • This email will include a link to the issue where signers will view the document.

  2. Sign

    • If the document is signed, a second outgoing email is sent, notifying users that the contract is signed.

  3. Reject

    • If the signers reject the contract, an email is sent, notifying users that the contract was rejected.

  4. One-time password (OTP)

    • This email is sent to signers when they opt to sign the contract.

    • This email will include a one-time password for security measures.

Email customization

You can customize all of the outgoing emails independently, here is what you can customize:

  • Sender Email (communication)

  • Email Subject

  • Email content

    • Bye name

Sender email customization

You can customize the sender as well as the email service used to communicate, in order to achieve this, you will need an email service with SMTP support.

For example:

  1. OVH

  2. Amazon (AWS - Simple email service)

  3. Google (Gmail)

  4. Microsoft (Outlook)

  5. Fastmail

Customize outgoing email communication

  1. Navigate to the Contract Signatures global settings

    Click on the “Apps” dropdown menu and select

    Contract Signatures

    External Share for Jira

     

  2. Select the “Customization” tab

  3. Scroll down to the “Custom Email” section

  4. Check the “Customize outgoing email communication” 1.pngImage Added

  5. Navigate to Global Setting → Custom Email tab

  6. From ‘carrier’, select SMTP with STARTTLS option

  7. Provide your SMTP details

  8. Click on the “Update Email” button

     

  9. In order to ensure the SMTP is configured correctly, use the “Send test email” option

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  1. “Save” button

 

Once the SMTP configuration is done, you can now select the sender's email address.

  1. Check the “Customize sender email” option

  2. Enter the email address associated with your SMTP

  3. Click on the “Update” button

Email Subject

You can customize the email subject of any outgoing email category (Invite, Sign, Reject, and OTP).

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