Configure Shared Email for a Specific Template
After setting up a shared email, it will automatically receive signed documents along with the default sender.
To use the shared email for specific templates (including older ones), follow these steps:
🛠 How to Update a Template
Click the cogwheel icon in the top-right corner:
Select Templates from the menu:
Click on the template you want to update:
You’ll now be in the settings view for that specific template.
📩 Enable Shared Email for Signed Documents
Scroll down and click Sender distribution methods:
Check the box Shared Email to send signed documents to the shared inbox:
(Optional) Check the box Email if you also want the sender to receive the signed documents:
Click Save to apply your changes:
✅ That’s it! Your signed documents will now be sent to the shared email for this template.