All emails sent from Adobe Sign is 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 the 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 Adobe 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.
If you are on the enterprise service plan, you 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.
Once you’ve enrolled in the program with your customer success manager, the Professional Services team will work with your Adobe Sign account administrator to customize the existing templates.
There are currently four templates that are customizable with Adobe Sign.
Customized templates can be installed at the Account or Group level. Account level templates are distributed down to Groups, and trickles 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 Adobe 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.
CEMT provides the ability for you to customize the email templates used for transactional emails from your Adobe 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 text for an email template that is in Spanish, you will need to provide the appropriate text so your PS contact can update 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 Adobe Sign:
- Start with the base (default) template and specify what customizations you want to make within that template with your PS contact.
- 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
Custom Email Templates can only be enabled and configured in the Adobe Sign system by the Adobe Sign Professional Services team. Please contact your customer success manager to determine scope of work and additional costs if you would like to enable this feature.
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:
Yes, when you request a custom email template to be installed, you must identify the type (Please Sign) as well as the language the template is in.
Customers must provide the translated text in their custom HTML template. Each type:language combination is considered a discrete template. (EG: Please Sign:Spanish)
These templates exist as account wide templates, with groups inheriting their templates from the account, and users inheriting from the group. CEMT can be applied on a group basis, so all users in that group would inherit the group level template.
eg: The Adobe account does not have CEMT implemented, but the Adobe Sign group within the account has a Please Sign custom template implemented. Joe, a user in the Adobe Sign group, would be using the custom template when sending agreements out. All other groups within the Adobe account would continue using the standard email template.
CEMT only applies to the emails sent out to participants during an agreement.
In the case of a web form, the signer who completes the web form will receive a customized signed and filed, but the landing page after completing the web form cannot be customized through CEMT.
The landing page can be changed if you create the web form through our API.