Edit Client Email Template

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• 10 Jan, '24
  Kerel Merged

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  When sending an interview to a client to complete, HotDocs creates an email with a link but it does not allow us to edit the language of the email. I would like to be able to change that language so it better fits my company and what we are asking the client to complete.

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• 22 Apr, '21
  Matthew Peregoy Merged

  Have had a few customers that have said they would like the ability to pre-set the Subject line (which currently defaults to "HotDocs Interview") and also the messaging in the email so it does not need to be edited every time a virtual interview is sent.

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• 29 Jan, '22
  David Fineman Merged

  Give option to create custom default subject and body language in the HD Advance-generated client interview email.

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• 17 Aug, '22
  Ember Davis Merged

  Allow for default E-Mail (subject & body) to be modified behind the scenes so that when an interview is run, the subject and body reference the interview (template) that is being sent.

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• 05 Sep, '22
  Moderator System Merged

  "Client Interviews" (suggested by Ember Davis on 2022-08-17), including upvotes (1) and comments (0), was merged into this suggestion.

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• 24 Jan, '23
  Muraledharan Merged

  When Hotdocs Advance sends out to email to an user it's too generic and Unable to edit this according to our use.

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• 14 Aug, '23
  Patricia McLelland Merged

  Allow admin to create custom email text that would populate into the client interview emails. Document Services had such a feature and it was saved from having to rewrite or paste in saved text at the email generation stage.

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• 08 Sep, '23
  Martin Merged

  It would be great if it were possible to customise the default email text (for email verification) that is sent to an external user when they try to access a Public interview.

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• 30 Dec, '24
  Nigel Richards System Merged

  "Allow us to change email template language when sending interview to client" (suggested by <Hidden> on 2024-01-10), including upvotes (1) and comments (0), was merged into this suggestion.

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• 31 Dec, '24
  Nigel Richards System Merged

  "Change Email text for Public Interview links" (suggested by <Hidden> on 2023-09-08), including upvotes (1) and comments (0), was merged into this suggestion.

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• 31 Dec, '24
  Nigel Richards System Merged

  "Set up email template that populates the email when sending client interview" (suggested by <Hidden> on 2023-08-14), including upvotes (2) and comments (2), was merged into this suggestion.

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• 31 Dec, '24
  Nigel Richards System

  "Client Interview Emails" (suggested by <Hidden> on 2022-01-29), including upvotes (1) and comments (0), was merged into this suggestion.

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• 31 Dec, '24
  Nigel Richards System

  "Ability to set email defaults when sending virtual interviews" (suggested by <Hidden> on 2021-04-22), including upvotes (5) and comments (8), was merged into this suggestion.

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• 02 Jan, '25
  Nigel Richards System

  "Can Hotdocs Advance Initial User mail be Editable" (suggested by <Hidden> on 2023-01-24), including upvotes (1) and comments (0), was merged into this suggestion.

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