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A document awaits your signature

Ready-to-use template built for accountants and bookkeepers — just download and go

This is the standard Document awaits signing email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category eSigning Request), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name], [DocumentName], [SigningRequestLink] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: Action Required: Document Awaiting Your Signature

Hi [Contact First Name],

The document '[DocumentName]' is ready for your signature in the Client Portal.

Please click the link below to review and sign it:

[SigningRequestLink]

Thank you.

Best regards,
[Current User]