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Can I Change the Text that Populates in an Email When I Share a Document or Invoice?
Can I Change the Text that Populates in an Email When I Share a Document or Invoice?
Updated over a month ago

Related Questions

  • Update the wording used when sharing a Document or invoice

  • Change the default wording when sending a document

  • When sending an email via the 'share' button, how do I change the text in the body that automatically appears?

Answer:

It is not possible to change the wording that defaults in the email body field when sharing a Document/Invoice.

You can, however apply an Email Template to quickly change the wording that populates.

To save even more time, include the following merge fields in your templates:

  • For a Document link: Document > Html Url

  • For an Invoice Link: Invoice > Html Url

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