Customize email templates

All emails sent from Adobe Acrobat Sign are generated from an HTML-based template that uses some variable fields, customizing each email to the specific agreement and recipients. The large structures, like the page layout, remain static, and only a few variables change (like the agreement name and message), for each agreement that is sent out.

The custom email templates (CEMT) feature offers the ability to revamp the HTML template that generates emails from your Acrobat Sign account. With CEMT, you would be able to revamp the standard email to match your company’s brand with your own familiar branding, color scheme, images, and text. You can also change the normally static structures, and customize the page layout, the terminology used, the inserted images, and more.

Enterprise tier accounts under an ETLAlicense can work with our Professional Services team to build the perfect email template for your Account as a whole, or for each Group within your account, as needed. Fees may apply.

How it's used

There are currently four templates that are customizable with Acrobat Sign.

• Please Sign
• Signed and Filed
• Reminder
• Canceled

Customized templates can be installed at the Account or Group level. Account-level templates are distributed down to Groups and trickle down to Users. Account > Group > User

Group level templates replace the Account level templates. The Group level template is then distributed to the Users in that Group. This provides an opportunity for individual Groups to design thematically appropriate email templates.

For example, if the Adobe account has a Photoshop group, emails can be designed to appeal to the sensibilities of the Photoshop audience. Alternatively, the Legal group may want to have a very different vibe, and their email templates can be designed accordingly.

Once the templates have been updated, your PS contact will publish them to a Group in your Account for testing. You will then be able to verify that it is working appropriately and request any further changes if needed. Once your Acrobat Sign administrator has verified the template, your PS contact will push the template live to the appropriate Group or Account.

Users and Admins

Once the email templates are in place, users and admins don’t have to do anything. The email templates will be automatically applied.

What can be customized

CEMT provides the ability for you to customize the email templates used for transactional emails from your Acrobat Sign account.

Please note that Senders (the party sending out the agreement for signature) will not be able to view the custom email template since their email is predicated on a different template type. Senders will continue to see the existing default email template.

Within each template type, there can be multiple versions. There is one version for each of the supported languages (or locales). Enterprise customers can send agreements in 30+ languages, and each language has its own localized template for each template type. If you’re updating the text for an email template that is in Spanish, you will need to provide the appropriate text so your PS contact can update the template with the correct verbiage.

EG: Please Sign:English identifies the Please Sign template and the English locale.

There are two ways to approach how you customize the email templates used for your Account or Groups in Acrobat Sign:

1. Start with the base (default) template and specify what customizations you want to make within that template with your PS contact.
2. Start with your own internally built HTML document by using the reference guide below, and you can start with the boilerplates found in our public github repository 

How to enable or disable

Custom Email Templates can only be enabled and configured in the Acrobat Sign system by the Acrobat Sign Professional Services team.

If you would like to enable this feature, and currently have an active agreement with Professional Services, contact them to determine the scope of work and additional costs. Otherwise, please submit a support ticket requesting access to the Custom Email Template feature. Support will then route you to the Professional Services team.

Templates can be configured at the Account and/or the Group level and for any/each locale.

Customers may reduce development time and mitigate service costs by designing their templates in-house while referencing the guide below:

Known Issues

If your account is configured to split documents into their original files in the final email, and the agreement contains eight or more files, then no files are returned. There is a hard cap to the number of files that can be attached when using the CEMT mail service.

• Removing the condition to split all of the files resolves the issue for customers that must attach multiple files when creating an agreement.
• The split document can be downloaded from the Manage page without issue.
  

Frequently asked questions: