How to Customize Email Templates

SELISE Signature allows administrators to fully customize the email templates that are sent to document signers, reviewers, and viewers. Customizing these templates helps strengthen your branding and improve recipient clarity.

Who Can Customize Email Templates?

Only users with administrator rights have access to email customization settings.

Getting Started: Accessing the Email Template Editor

1. Open Signature Settings

Click your profile icon in the top-right corner.
Select Signature Settings.

Choosing and Editing Templates

3. Select Template Type and Language

Use the Email Template Type dropdown to choose which email you want to customize:

Current options include:

e-Signature Invitation Link
e-Signature Invitation Link With Note
Document Completed
Contract Withdrawn
Contract Signature Declined
Friendly Reminder

Use Select Language to switch between English and German versions.

Customize Template Content

You can modify Email Subject

In the template itself you can modify:

Email body text
Dynamic placeholders (merge tags)
Layout and design

Building Your Email: Design Tools

SELISE Signature uses a drag-and-drop builder with three panels: Content, Rows, and Settings.

Content Blocks

Image – Add logos and banners
Button – Add call-to-action buttons
Text – Add and style plain content
HTML – Insert custom code
Video – Embed YouTube or hosted video
Social – Add links to your social media
Icons, Menu, Divider – For visual structure and styling

Layout Rows

Choose a row layout to organize your content:

Personalization with Merge Tags

Dynamic placeholders (merge tags) personalize the content for each recipient.

Supported Merge Tags

Best Practices

Always use double curly braces: {{tag}}
Preview to check for proper rendering
Combine tags for personalized content: {{username}}, you’ve been invited to sign {{contractname}}.

Preview Options and Mobile Responsiveness

When editing your template, you can preview it for both Desktop and Mobile using the toggle at the top right of the builder:

This helps ensure your design looks great on all devices.

Using Columns for Responsive Design

Use 2-column layouts to place text beside an image on desktop.
On mobile, these columns automatically stack for vertical scrolling.
This makes it perfect for scenarios like:
- Signature instructions beside a logo
- Text content alongside a visual icon or graphic

Tip:

Use columns to control flow on large screens, while keeping it readable on small screens.

Preview and Save

Click Preview to view your design.
Use Update to save.
Use Undo Last Action if you need to revert.

Tips for Better Email Templates

Keep the tone professional but friendly
Use branding (logos, fonts, color)
Provide contact info or support options
Don’t delete essential placeholders unless necessary