Who This Is For / When to Use
Accounts sending documents or contracts via email
Teams that want clearer customer-facing email subjects
Users who need distinct internal notification subject lines
Where Email Subject Settings Are Located
Email subject lines are managed inside Documents & Contracts settings.
Settings apply globally to:
Customer notifications
Team notifications
Changes affect future emails only
Open Documents & Contracts Settings
Step 1: Go to Documents & Contracts
Navigate to Documents & Contracts
Click Settings in the top-right corner
Customize Customer Notification Subject Lines
What Customer Notifications Control
Customer notifications are emails sent to recipients when:
A document is received
A document requires action
A document is completed
How to Edit Customer Subject Lines
Open Settings
Select Customer Notifications
Edit the Email Subject field
You can use dynamic placeholders such as:
{{location.name}}{{document.name}}
Result:
All customer-facing document emails use the updated subject line.
Customize Team Notification Subject Lines
What Team Notifications Control
Team notifications are emails sent to internal users when:
A document is signed
A document is viewed
How to Edit Team Subject Lines
Open Settings
Select Team Notifications
Edit the Email Subject fields for each notification type
Result:
Internal users receive clearer, status-specific email notifications.
Customize Subject Lines Per Document (Optional)
Subject lines can also be adjusted inside individual documents.
Open a document or template
Click the Settings icon
Edit the Email Subject field
This overrides the global setting for that document only.
Add Email Attachments to Documents
You can attach files that are sent as real email attachments.
Supported Behavior
Attachments are included when documents are sent:
Manually
Through workflows
Files appear directly in the recipient’s inbox
Supported File Types & Limits
File types: SVG, PNG, JPG, PDF
Size limit: 15 MB per file
Multiple attachments supported
Example Subject Lines
Customer Notifications
Action Required: Sign Your Contract
Your Document Is Ready for Review
Document Received: Next Steps
Team Notifications
New Contract Signed by {{contact.name}}
Document Awaiting Signature
{{document.name}} Viewed
Common Issues and Fixes
Subject Line Did Not Change
Cause: Settings were updated after the document was sent.
Fix: Subject changes apply only to future emails.
Placeholders Are Not Rendering
Cause: Placeholder text was modified incorrectly.
Fix: Use supported variables exactly as shown.
Attachments Are Missing
Cause: Files were not added before sending.
Fix: Attach files in document settings prior to sending.
FAQ
Where do I customize email subject lines?
Go to Documents & Contracts > Settings and edit Customer or Team Notifications.
What subject lines can I customize?
You can customize subject lines for:
Customer notifications
Team notifications
Can I customize subject lines per document?
Yes.
You can override the global subject line inside individual documents or templates.
Do subject line changes apply retroactively?
No.
Changes apply only to emails sent after saving the settings.
Can I attach files to document emails?
Yes.
You can attach SVG, PNG, JPG, or PDF files up to 15 MB each.
Will attachments appear as real email files?
Yes.
Attachments appear directly in the recipient’s inbox and can be downloaded.