Greeting email

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 the SmartFlow (the name of the SmartFlow and the name of Your Company).

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 icon in the top banner.


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 from the email "" with the display name "Taktikal".

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