Invitation email templates

We've made some changes to the personal message templates that you can find in template settings. This feature is used to customize the invitation emails for advancing and eSign.

• Renaming: personal message templates are now called invitation templates.
• Basic templates: we’ve introduced elementary, read-only templates with multiple translations that can be used in most booking agency scenarios. Basic templates are available to all SystemOne customers and you can copy and customize them to create your own version.
• Set preferred template: When you have multiple customized templates, you can set one as a preferred template to use it automatically, for instance, when you create a new eSign document.‍
• eSign signatory UX improvement: eSign invitation templates are now separated into two sections for greater clarity: signer and viewer.