Configure Email Headers and Footers for Templates

Business Background

When you send emails from Titan Sign, your email headers and footers should match your business branding. Consistent headers and footers help users recognize your company, maintain a professional tone, and reduce the need to update branding in each template.

You can use standard headers and footers across your templates, including approved images, text, or other brand content.

Titan Solution

Titan Sign lets you configure email headers and footers for templates in one place. Unless you change them, the default Titan images are used.

You can also configure standard email content using the Titan Wizard and update email content for individual Sign projects when a project needs different messaging.

How to Guide

Do the following one-time setup:

• Titan Sign Email Settings
• Titan Wizard Email Settings

Titan Sign Email Header Settings

Configure the header and/or footer that will be used in all the emails for all your Titan Sign projects.

Path:

Titan Dashboard > Settings > Document Generation > Titan Sign

1. Define the Email header using the Rich Text editor. You can add a logo or text and format it using the formatting options in the Rich Text editor.
2. Define the Email footer using the Rich Text editor. You can add a logo or text (such as copyright information) and format it using the formatting options in the Rich Text editor.
3. Click on the Save button.

Note:

If you want an empty header and footer with no information, just place a blank character (push the spacebar once) and click the Save button. The email will look as follows:

This header and footer will be displayed on all your Sign projects.

Note:

If you don’t configure a header and footer, the default Titan header and footer are used:

Titan Wizard Email Settings

Configure the content (body) that will be used in all the emails for all your Titan Sign projects when you use the Titan Sign Wizard.

Path:

Titan Dashboard > Settings > Document Generation > Titan Wizard

1. Set up a custom reviewer email.
   • Click the Edit icon to change the subject line.
   • Use the All element drop-down list to add interactive elements.
2. Set up a custom CC email if necessary. You can change the subject line and the body.
3. Click on the Save button.

For dynamic Word documents, create a Titan Sign Word project.

For static PDF documents, create a Titan Sign PDF project.