Preview and CC now enabled in emails of Documents & Contracts

What's New

• Email Template Preview: Easily preview and customize your email templates before sending.

• CC on Document Emails: Add CC recipients when completing and sending documents for better collaboration. Global CC settings will be applicable to:

1. Templates

2. Individual documents

3. Public documents

How to Use

Preview & Edit Email Templates:

• Navigate to Docs → Settings → Preview.

• Edit templates as needed.

Alternatively, edit the email template on the fly when sending a specific document:

• Go to the desired document.

• Click Send via Email.

• Modify the email template directly.

Add CC Users:

Global CC Settings:

• Go to Settings → Customer Notifications → CC Settings.

• Add desired CC users.

Per-Document CC:

• Open the specific document.

• Click Send via Email.

• Add CC users during the sending process.