Edit Client Email Template

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• 08 Sep, '23
  Martin Merged

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  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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• 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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• 10 Jan, '24
  Kerel Merged

  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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• 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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