Learn how to customize the notifications when sending out your Owner Contracts
Updated: July 07, 2025
Customize Your Notifications
- Navigate to Payments in the menu pane.
- Select Documents & Contracts at the top and then All Documents and Contracts.
- On the right side, select Settings.
Customer Notifications
- For the Document received Email Template, select Sent Owner Contract template from the dropdown.
- 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.
- For the Document Signed Email Template, select Signed Owner Contract template from the dropdown.
- 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.
- Click SAVE at the bottom.
Team Notifications
- For the Document Signed Email Template, select Notification of Owner Signed Contract template from the dropdown.
- 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.
- Click SAVE at the bottom.
Document Expiry Warning Email
- For the Document Expiring Warning Email Template, select the Contract Expiry Email Template you've created or use the default.