Customizing Owner Contract Notifications

Learn how to customize the notifications when sending out your Owner Contracts

Updated: April 2024

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

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.