Discover how Realtair Sign email templates make signing documents easier and faster. These templates seamlessly integrate with email, streamlining the process while maintaining professionalism.
Realtair Sign Email Templates must be first activated for you an agent to access this. For more information please visit this.
For the Realtair Sign Email Templates, there are two ways to edit an email. The first one would be seen in the Email Templates while the second one in the Review process before sending the email.
If from the Email Template Navigation:
Where to find it: Sign → tools → templates
1. To edit an email template the agent must click the pencil icon.
2. Once clicked it will direct you to the page showing the default email template.
If you want to customise emails for your clients, you can click on the "Show Data code" option below to access the available data codes for your use.
3. On this page, the agent can edit from Template Title to Document Type Conditions depending on what they or where they will need the email template.
4. For the Recipient dropdown, the agent will choose whom they want to send this email to (i.e Vendor, Purchaser, Seller Solicitor and etc).
5. For the Other Email Recipient field, the agent can add additional emails that they may need to send it through.
6. For the Subject field, this is a free form field to add any additional information that the agent may wish to add in the email. Additionally in the subject tools, we have Show Data Code which when the agent adds a certain data code in the subject field for the final review of the email template it will display its corresponding detail (i.e date code: [campaign_address] = property address and etc).
7. For the Document Type Conditions field, the agent can change where this template would be displayed (i.e Agency agreement, Conditional contract, and Unconditional contract).
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1 |
Template Title |
The template name will be displayed on the task that is generated in the workflow. For example, if the template name is Thank you for listing email to vendor, then the task in the timeline and taskbar in flow will be Send Thank you for listing email to vendor. |
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2 |
Recipient |
Defines who should receive the email (Purchaser, Vendor, Purchaser Solicitor, Vendor Solicitor) |
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3 |
Other Recipients |
Can add other email addresses |
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5 |
Subject |
The subject line of the email |
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5 |
Content |
The main content of the email. The rich text editor can be used for formatting, adding links and images as needed. |
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6 |
Merge Fields |
Merge fields are placeholders for dynamic data. When the email is generated in the workflow, the corresponding campaign data will be prefilled. |
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7 |
Document Type Conditions |
Defines the type of document accomplish will trigger the email templates to be shown proactively. Current:
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If from the Email Templates Modal:
Note: If you click "x" you / your admin will be able to send these email out at a later time, if you click dismiss / dismiss all, you wont be able to send the email notifications out at a later time.
1. Once an agency agreement has been fully signed or a contract has been exchanged the email template will display a pop-up screen. From there you would see the email template that can be reviewed before sending it to its recipient.
2. If the agent clicks review it would display the detail that would be sent to the recipient.
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3. For the To field, the agent can add an additional recipient that they wish to send the email to.
4. For the Subject field, they can add additional details aside from the property address.
5. For the Message field, they can simply add additional details if there is missing information or an extra message that they need to send through the recipient.