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Customizing Owner Contract Notifications

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

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.

Screenshot 2024-04-04 at 12.54.17 PM

 

 

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.

Contracts 1

 

Product Invoicing

In this Contracts setting, you can either collect payment immediately after the recipient signs the document or automatically generate an invoice for the contact once signing is complete.

Contracts 3

Document Settings

  1. Redirect to a Custom URL:
    1. Upon completion of signing the document you've sent, the contact can be redirected to a different URL such a Thank You page or a section on your site that requires further information.
  2. Expiration Settings:
    1. This feature allows you to auto-expired unsigned or incomplete documents.
    2. You can also choose to notify the recipient that their ability to complete the signing will expire on a specific date.
  3. Control Signing Settings
    1. Recipients have either options to Type or Draw their Signatures on the document

Contracts 4