Customize the Shared Document Email Template

Customize the secret document URL email that is sent when your practice shares a document with a client or a third party. 

  1. Click More → Settings → Emails.
  2. Click the three dots icon and select Shared Document Email.
  3. Check the box labeled Customize Shared Document Invitation Email.
  4. Enter the Email Subject and Email Body.
  5. Click Save.

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