Configuring Default Email Templates

While performing various contract lifecycle actions, the users need to trigger email notifications to stakeholders who are expected to take action or to keep them updated about the event. You can configure one or more email templates with required content, and you can also configure one of the templates to be selected as the default for the users. The users can, however, change the email template selection if they prefer content from another template. To know more about how to create and manage email templates, see Managing Email Templates.

You can configure default email templates for the following contract lifecycle actions:

Send for Review (simple review and Microsoft 365 review)
Send for Signature (wet signature)
Activate contract

Note: You can configure the default selection for email templates for the main action initiation event, i.e., the ones listed above. You cannot configure default email templates for the secondary actions performed on the main event, i.e., cancel review, finish review, and complete review, etc.

To configure the default email template, you need to specify a tag in the Default For Products field in the email template. The table below lists tags that you need to select in the Defaults for Products in the email template to make it default.


Action	Tag required in the email template	Default for Products required in the email template
Send for Review (simple review)	ContractSimpleReviewInitiate	contract_sendforreview_simple
Send for Review (Microsoft 365 review)	ContractOffice365ReviewInitiate	contract_sendforreview_o365
Send for Signature (wet signature)	WetSignature	contract_wetsignature
Activate	ContractActivate	contract_activate

When you insert a tag in the Default for Products fields, + Create

Note: You can add only a single Default for Products per email template.

button is displayed along with the tag you inserted. For example, + contract_wetsignature. Click on it. This adds the tag in the Default for Products list. Click in the Default for Products field and select the tag that you added to the list.

When the users perform the contract lifecycle action, the email template with the Default for Products configured will be displayed as selected by default. The user can change the selection if needed.

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Configuring Default Email Templates

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