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Can I Change the Default Text When Sharing a Document or Invoice in Event Temple?

Customize the email text when sharing Documents or Invoices in Event Temple by using Email Templates. Include merge fields for Document or Invoice links to automate and standardize your messages.

Updated yesterday

By default, the text that appears in the email body when sharing a Document or Invoice cannot be edited directly. However, you can customize the wording using an Email Template.

How to Customize:

  1. Create or edit an Email Template.

  2. Include merge fields to automatically populate links:

    • For a Document link: Document > Html Url

    • For an Invoice link: Invoice > Html Url

  3. Apply this template when sharing your Document or Invoice to automatically use your custom wording.

Using templates saves time and ensures consistent messaging when sending multiple Documents or Invoices.

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