Communication Settings
Email From
The Email From section allows you to set your preferences for the appearance of the sender of the emails your clients receive from FuseSign.
You can choose to include your business name, and whether you want to include the words “via FuseSign”. The email address will always be noreply@fusesign.com. (Note: Any emails sent to noreply@fusesign.com will bounce back to the sender).
Email Body
The Email Body section allows you to set your preference for the standard email wording and default body message included in the emails your client receives from FuseSign.
Related: Read more about Bundle Templates.
Please note that there are no substitutions in the default body message. Instead of using [[Firm]] in the body text, you will have to include the actual firm name.
Finalisation Email
The Finalisation Email section allows you to set business preferences for the way that your business, and your recipients, receive the email advising that the bundle has been finalised.
Related: Read more about Document Finalisation.
Advice for Recipient Finalisation Emails
FAQ: Should you select “Email with Attachments” or “Email with Download Link” on the recipient finalisation email?
Email with download link means that once the bundle has been finalised the client will receive an email directing them download their documents by clicking a link. The client will then be taken to a webpage where they are able to download and save their documents. This method allows you to retain multi-factor authentication security to access the signed documents. This will likely be your preferer method if you are using the ‘SMS to View’ option as your recipient verification mode. Read more about Document Finalisation and the FuseSign Credit System in relation to accessing documents via the download link.
Email with attachments means that once the bundle has been finalised the client will receive an email with the signed documents included as attachments. This method means that multi-factor authentication security is NOT APPLIED to the access of the signed documents.
SMS Notifications
The SMS Notifications section allows you to enable SMS notifications on new bundles, and provides a preview of what these look like.
Options include:
Disabled - SMS notifications will not be available to be applied to any bundle.
Enabled - SMS notifications are enabled and can be applied on a per bundle/recipient basis.
Enabled and Auto-apply - SMS notifications are enabled and will be included on all bundles and recipients automatically.
Reminders
The Reminders section allows you to set your business preferences for when bundle reminders are sent to your bundle recipients.
This includes setting a default due date, automatically applying that due date, setting reminders, and overdue messages.
These are defaults for all new bundles and can be updated at the time of new bundle creation.
