For any email template to display in the "Merge Document Signers" section on the Merge Document screen and on the "Delivery" tab on the E-Signature Request Details page, an email template must be associated with the E-Signature Request Details screen.

1. Navigate to the Email Templates screen and select an existing email template to be associated with the e-signature request. Alternatively, click the + sign to create a new email template.

2. (Optional) Add the merge tag "&EQ_DOCUSIGN_LINK" in the Email Body of the template only. There is no need to update the associated User Report used in the email template with this new field.

Using this tag will cause Equus Platform to replace it with the <Document Name> and place a hyperlink to the e-signature document in the email.

If this merge tag is not found when the e-signature request is sent, Equus Platform will append the following to the email to the signer: "Please sign: <Document Name>", where <Document Name> is the name of the document the signer is being requested to sign, and is hyperlinked.

3. If configuring an existing email template, remove the Merge Document that is to be replaced by the Merge Document that has been updated to include e-signature merge tags.

4. In the "Make this template available on communications launched from the following screens" section, specify E-Signature Request Details from the drop down list.

Merge documents for e-signature requests only works when requested from the E-Signature Request Details screen. If updating an existing email template, after adding the E-Signature Request Detail screen, remember to remove any other associated screens from the template.

5. Press

after making changes.