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  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 invite mail.

Make sure the custom subjects are true for any outgoing email of the selected category.

If you wish to create more flexibility with the email subjects, you can benefit from dynamic elements such as the following:

  • ${createdByName} - The user that created the contract

  • ${senderEmail} - The custom email address

  • ${documentName} - Name of the document

These elements will dynamically call for the value true to the specific document.

In order to customize the email subject field,

  1. Scroll down to the Customization page

  2. Reach the “Message Templates” section

There are 2 subsections here

  • Customize 'bye name'

  • Customize email

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You can easily customize the email subject

SOmething like this..

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https://docs.warsawdynamics.com/content/51354/external_share_documentation/116196241/116196356

Edit the settings following these guidelines:

  1. Title and content contain keywords that are replaced with the following values when the e-mail form is displayed in the context of the selected share:

    • ${sender} - user sending the message,

    • ${element} - a type of the content shared, it can be an issue, filter or board,

    • ${password} - optional password used to protect shared link,

    • ${url} - unique shared link URL address,

    • ${expiration} - optional expiration date of the shared link.

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Customize ‘bye name’

The “bye name” section will globally affect all emails using the custom template (unless altered), by default this value is set to “Contract Signatures”, you can change this to your team name or the name of your company representative for example.

  1. Check the “Customize 'bye name'“ option

  2. Add the value to the “bye name” field

  3. Click on the “Update” button

Customize email

You can customize all 3 main parts of the email (From, Subject, Body).

From

This will display the sender, when a customized sender email is selected, it will automatically include the custom sender email value.

Subject

You can select your own email subject, you can make use of dynamic properties to make it more flexible.

Body

You can edit the body content and structure, there are 2 templates for each email category, HTML and text.
When the “bye name” value is customized, it will automatically affect the dynamic property of ${byeName}.

Please ensure you update any changes done on the body, From and Subject fields independently, Updating (for example “Invite email” does not affect the Sign, Reject and OTP emails.