How to Edit the Remote Signature Email Template?

This guide explains how to set up the Remote Signature Email Template in the system. In Caction, users can request digital signatures from customers via email. By default, a general email template is provided. However, if you prefer to tailor the message to better reflect the company’s standard approach, you can edit the existing template.

Benefits :

• Customizing this template ensures that the email is aligned with company organization’s standard
• Encouraging timely customer responses.

1. To edit remote signature email template, go to the desktop site navigation bar > Company Settings > Digital Form Settings > Remote Signature Email Template Settings.
   Open Remote Signature Email Template Settings Page Here: https://system.caction.com/ServiceReport/remoteSignEmailTemplate

   

2. Edit the subject and the content.

   

3. Enter @ and you can have the customer name or company name appear on the email.

   

4. Tick the box if you wish to use the same template for other digital forms.

   

5. Click on the “Save” button.

   

6. Click “OK” and the new remote signature email template has been saved successfully.

   

   
   
   
   

💡 Tips for Better Setup

✅ Keep the message concise – Stick to the essential points so customers know exactly what to do.

🌐 Support language needs – If your customers speak different languages, consider preparing multiple templates.

📬 Test before sending – Send a test email to yourself or a colleague to check formatting and clarity.

🔁 Review regularly – Update the template as your business messaging or processes evolve.

Related Article

• How to Request for Remote Signature From Customer?
• How to Sign and Upload Company Stamp into Digital Form？