Customizing Owner Contract Notifications

Updated: February 03, 2026

Customize Your Notifications

1. Navigate to Payments in the menu pane.
2. Select Documents & Contracts at the top and then All Documents and Contracts.
3. On the right side, select Settings.

Customer Notifications

1. For the Document received Email Template, select Sent Owner Contract template from the dropdown.
2. You can edit the Email Subject line as well.  If desired, you can use Custom Values.  Click on the tag icon on the right and select the desired custom value.
3. For the Document Signed Email Template, select Signed Owner Contract template from the dropdown.
4. You can edit the Email Subject line as well.  If desired, you can use Custom Values.  Click on the tag icon on the right and select the desired custom value.
5. Click SAVE at the bottom.

Team Notifications

Overrise Sender Details: Here you set the name and email for sending all team notifications

Document Signed: This is the template used when the document has been successfully signed by the recipient

1. For the Document Signed Email Template, select Notification of Owner Signed Contract template from the dropdown.
2. You can edit the Email Subject line.  If desired, you can use Custom Values.  Click on the tag icon on the right and select the desired custom value.
3. Click SAVE at the bottom.
   
   

Document Viewed: Here you can send an email to the document owner when the document is viewed.

Document Expiry Warning Email

1. For the Document Expiring Warning Email Template, select the Contract Expiry Email Template you've created or use the default.