The greeting email is the email that is sent to the signee when the SmartFlow is initiated by a user sending it to a signee. The greeting email contains a button that takes the signee to the SmartFlow to fill in the form and sign the document.
When you create a SmartFlow a greeting email is automatically created using a default email template.
To edit this email open the Greeting email node from the SmartFlow designer.
Here you can edit the title and body of the email. You can reference items that have already been associated with the SmartFlow process, such as information about the signee (name of the signee, their National ID number (if qualified signature), their email address and phone number) or information from Setup information (if applicable).
To use these references simply click at the appropriate place in the email that you would like the reference to appear, and click the reference in the left panel.
The first line in the email editor is both the subject of the email, and the title in the email body (shown in bold.
This is what the email looks like once it has been delivered to the signee:
Taktikal sends all emails by default from the email "no-reply@mailgun.taktikal.com" with the display name "Taktikal". If you wish to change this, please contact help@taktikal.com
Advanced settings - available via request to Taktikal
If requested via help@taktikal.com Taktikal can change the text that appears in the button of the SmartFlow.
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