How to Change the Shared Document Email Template

When sharing a document with a client or a third party, the secret document URL is sent via email. To customize this email, follow the steps below:

  1. Navigate to "More > Settings > Emails".
  2. Click on "... > Shared Document Email".
  3. Check the box that says "Customize Shared Document Invitation Email".
  4. Enter the email subject and body.

Still need help? Contact Us Contact Us