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Set up email templates

The emails Financeable sends customers from an application, and how to change them.

Email templates are the messages Financeable sends to customers from an application - a consent request, a signature request, a document.

Where to find them

Select your name, top right → Settings → Templates → Email.

Who can do this: anyone with the Templates → Email → Edit permission. Access lets you view and use them without changing them.

Edit a template

  1. Select the template you want to change.

  2. Edit the wording.

  3. Copy any tag you need from the list and paste it as plain text.

  4. Select Save.

The template applies to every message Financeable sends from that point.

Tags

Email templates use the same tags as document templates - a marker Financeable fills in from the application. See Set up document templates for how tags work.

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