{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-products/namirialnotify/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Communication templates","description":"Integration and usage documentation.","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"communication-templates","__idx":0},"children":["Communication templates"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This guide explains the two template-related areas exposed in the organization UI:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Communication Templates"]}," - reusable communication template records."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Configuration > Templates"]}," - organization-level template identifiers that are not configured inside a specific service tab."]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"prerequisites","__idx":1},"children":["Prerequisites"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["you are signed in with site administrator permissions"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["you can access the organization settings area"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["you know which template kind or identifier you need to manage"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["communication template management is enabled for the tenant"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"open-communication-templates","__idx":2},"children":["Open communication templates"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Open ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Organization"]}," from the settings icon in the top-right toolbar."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Communication Templates"]}," in the left sidebar."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The template list includes a search field, filter action, add-template action, pagination, and columns for:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["identifier"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["type"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["owner"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["update"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/admin-site-settings-communication-templates.645873bbf5d3e9bbd2f70a9a07d2f69dd64adaab230ea2c85484cf83b3cd5fd6.6fd6141d.png","alt":"Communication Templates section showing template search, filter, add action, and list columns"},"children":[]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"filter-templates","__idx":3},"children":["Filter templates"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The filter action opens ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["All filters"]},", where you can filter templates by status:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Drafts"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sent"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pendings"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enabled"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/admin-site-settings-communication-template-filters.dbaec69903ace090ff2cdd84510999c3dae239d3ce78ddf1c8dbf9c603ee5c42.6fd6141d.png","alt":"Communication template filters modal showing Drafts, Sent, Pendings, Enabled, Disabled, and Rejected options"},"children":[]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"template-states","__idx":4},"children":["Template states"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template availability depends on its state."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The lifecycle includes distinct phases: ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Draft"]},", ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Submitted"]}," (often shown as ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sent"]},"), ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pending"]},", ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enabled"]},", ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]},", and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]},"."," ","Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Submitted/Sent"]}," for templates already sent for approval processing, and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pending"]}," for templates waiting in the review step."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Drafts"]}," - the template is being prepared and is not available for use."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sent"]}," - the template was submitted and sent for approval processing."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pendings"]}," - the template is waiting for review or approval."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enabled"]}," - the template was approved and is available for use."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]}," - the template was approved in the past but was later deactivated."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]}," - the template did not pass approval and cannot be used until it is revised."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The columns and available row actions can vary by state."]},{"$$mdtype":"Tag","name":"Mermaid","attributes":{"data-language":"mermaid","diagramSource":"%%{init: {'theme': 'base', 'themeVariables': {'primaryColor': '#E4F2F2', 'primaryBorderColor': '#006660', 'primaryTextColor': '#0A1111', 'lineColor': '#047C76', 'secondaryColor': '#CDDBDB', 'tertiaryColor': '#f5fafa', 'edgeLabelBackground': '#f5fafa', 'transitionColor': '#047C76'}}}%%\nstateDiagram-v2\n [*] --> Draft : Create\n Draft --> Submitted : Submit for approval\n Submitted --> Pending : Automatic validation\n Submitted --> Enabled : Approved\n Pending --> Enabled : Approved\n Enabled --> Disabled : Deactivate\n Disabled --> Enabled : Reactivate\n Submitted --> Rejected : Rejected\n Pending --> Rejected : Rejected\n Enabled --> Rejected : Rejected\n Disabled --> Rejected : Rejected\n Rejected --> Draft : Convert to Draft\n","diagramHtml":"

Create

Submit for approval

Automatic validation

Approved

Approved

Deactivate

Reactivate

Rejected

Rejected

Rejected

Rejected

Convert to Draft

Draft

Submitted

Pending

Enabled

Disabled

Rejected

"},"children":["%%{init: {'theme': 'base', 'themeVariables': {'primaryColor': '#E4F2F2', 'primaryBorderColor': '#006660', 'primaryTextColor': '#0A1111', 'lineColor': '#047C76', 'secondaryColor': '#CDDBDB', 'tertiaryColor': '#f5fafa', 'edgeLabelBackground': '#f5fafa', 'transitionColor': '#047C76'}}}%%\nstateDiagram-v2\n [*] --> Draft : Create\n Draft --> Submitted : Submit for approval\n Submitted --> Pending : Automatic validation\n Submitted --> Enabled : Approved\n Pending --> Enabled : Approved\n Enabled --> Disabled : Deactivate\n Disabled --> Enabled : Reactivate\n Submitted --> Rejected : Rejected\n Pending --> Rejected : Rejected\n Enabled --> Rejected : Rejected\n Disabled --> Rejected : Rejected\n Rejected --> Draft : Convert to Draft\n"]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," The UI displays the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Submitted"]}," state as ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sent"]},"."]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"add-a-communication-template","__idx":5},"children":["Add a communication template"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Open ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Communication Templates"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the add-template action."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["New template"]},", use the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Details"]}," tab to choose the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Template kind"]}," and enter the required ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Template identifier"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Template contents"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add variables if the template needs reusable placeholders."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Preview"]}," to review the template output when needed."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/admin-site-settings-new-communication-template.2c6a791e9dd48f5c7e11ec490e9c4c1f1f56e2c8bc01a8351c2e4921c61ca4eb.6fd6141d.png","alt":"New communication template form showing Details and Preview tabs, template kind, identifier, contents, variables, and save action"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"template-kinds","__idx":6},"children":["Template kinds"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Kind"},"children":["Kind"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Internal identifier"},"children":["Internal identifier"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Use"},"children":["Use"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Signature Request"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["EviSign:Email:SignatureRequest"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Sent to EviSign signers requesting a signature."]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Signature Reminder"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["EviSign:Email:SignatureReminder"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Sent as a follow-up reminder to signers."]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Final Notification"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["EviSign:Email:FinalNotification"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Sent at the end of an EviSign process with evidence access details."]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Progress Notification"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["EviSign:Email:ProgressNotification"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Sent when an EviSign changes status (signed, rejected, or expired). Supports Liquid conditional logic."]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Notification Template"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["EviNotice:Email:Notification"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Customizes EviNotice notification emails."]}]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"template-identifier","__idx":7},"children":["Template identifier"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The identifier is unique per site and is used to reference the template from the API. No two templates on the same site can share the same identifier."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Maximum 100 characters."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Allowed characters: letters, digits, colon (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[":"]},"), dot (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["."]},"), and dash (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["-"]},")."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"template-content","__idx":8},"children":["Template content"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template content is HTML and can include Liquid template language for conditional or dynamic output. See ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"#liquid-language"},"children":["Liquid language"]}," below."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"variables","__idx":9},"children":["Variables"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template content can include two types of variables:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Environment variables"]}," — provided by the platform from the evidence data. See the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"#environment-variables"},"children":["Environment variables"]}," reference below."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["User variables"]}," — declared by the administrator during template creation. User variables can only be added while the template is in ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Draft"]}," state."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To add a user variable:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Details"]}," tab, open the variables table."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add a row and enter a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["name"]},", a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["default value"]}," (used during preview), and whether the variable is ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["required"]}," in each API call."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Reference the variable in the template content using the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{variables.VariableName}}"]}," prefix syntax — for example, ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{variables.PostalCode}}"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Constraints:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Maximum ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["30"]}," user variables per template."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Variable names: alphanumeric only, maximum 30 characters."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Default values: maximum 500 characters."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["User variables can be deleted while the template is still in Draft state."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"request-approval-and-validation","__idx":10},"children":["Request approval and validation"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["After saving a template, use the preview flow to confirm that the output is correct before requesting approval."]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Open the saved draft template."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Preview"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review the mandatory system variables and any user variables."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter sample values where the preview flow allows it."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Generate the preview and review the rendered output."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Request approval"]}," when the template is ready."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template approval typically includes:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Automatic validation"]}," to check that the content is structurally valid and uses the required variables correctly."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Manual validation"]}," to review whether the content is appropriate for the selected template kind."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If the template passes validation, it can move to the enabled state and become available for use."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"state-actions-and-available-columns","__idx":11},"children":["State actions and available columns"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The columns and row actions shown in the template list vary by the active state tab."]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"State"},"children":["State"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Columns"},"children":["Columns"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Available actions"},"children":["Available actions"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Draft"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Type, Identifier, Last modification"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Edit, Delete"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pending"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Type, Identifier, Approval request date"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["View (read-only)"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enabled"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Type, Identifier, Activation date"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["View (read-only), Deactivate"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Type, Identifier, Deactivation date"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["View (read-only), Activate, Delete (after 60 days)"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Type, Identifier, Rejection date"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["View (read-only), Convert to Draft, Delete (after 60 days)"]}]}]}]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"activate-deactivate-and-delete-templates","__idx":12},"children":["Activate, deactivate, and delete templates"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template lifecycle actions depend on the current state:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enabled"]}," templates can be deactivated when they should no longer be available for use."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]}," templates can be reactivated if they should become available again."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Draft"]}," templates can be deleted at any time."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Disabled"]}," templates can only be deleted after they have been deactivated for at least ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["60 days"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]}," templates can be converted back to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Draft"]}," to revise the content and resubmit for approval."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Rejected"]}," templates can also be deleted after the rejection has passed the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["60-day"]}," grace period."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Use the row actions exposed in the current state tab to perform the lifecycle action supported by that state."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"environment-variables","__idx":13},"children":["Environment variables"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Environment variables are populated by the platform from the evidence or service data. Reference them in template content using ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{VariableName}}"]}," syntax."]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Variable"},"children":["Variable"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Description"},"children":["Description"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{Subject}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["EviSign subject"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{Issuer}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Issuer name"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{PartyName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Name of the signer, reviewer, or interested party"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{PartyEmail}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Participant email address"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{PartyDisplayName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Full name of the recipient"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{PartyRole}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Role of the recipient (signer, reviewer, or interested party)"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{Recipient}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Name of the notification recipient"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{RecipientEmail}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Email of the notification recipient"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{SupportEmail}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Platform support team email address"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Service name as configured on the platform"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceLegalName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Legal company name of the service"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceLegalId}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Service legal identifier"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Service website"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceLogoUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Link to the platform logo"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceLogo}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Platform logo as base64 for inline ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[""]}," use"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{SupportUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Support page URL"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{GDPRUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["GDPR policy page URL"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{LegalTermsUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Legal terms URL"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{DeliveryUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["URL to access the signature or notification process"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{EvidenceUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["URL to access the documents generated during signing"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{UnsubscribeUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["URL for the unsubscribe process"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{CbUrl}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["URL that records when a notification is opened"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{InfoText}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Text reported by the web service"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ReminderNumber}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Signature request retry number"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{SubmittedOn}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Date of issue"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{OwnerFullName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Full name of the issuing user"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{OwnerName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Name of the issuing user"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{OwnerEmail}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Email address of the issuing user"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{IssuerLogoHtml}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["HTML ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":[""]}," tag with the embedded issuer logo"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{AdditionalInfo}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Text indicating whether the email is a reminder"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ActionName}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Whether the email is a Signature or a Validation email"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ActionText}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Button label for accessing the notification content"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{Outcome}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Final result of the evidence (signed, rejected, expired)"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{State}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Current status of the evidence"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{Language}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Notification language"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{CopyrightDate}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Platform copyright date"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{CertificationLevel}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Certification level of the notification"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["{{ServiceLegalTextTemplate}}"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Legal text accompanying the email"]}]}]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Not all variables are available for every template kind. The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Preview"]}," tab shows which variables are mandatory for the selected kind."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"liquid-language","__idx":14},"children":["Liquid language"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Template content can include ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://shopify.github.io/liquid/"},"children":["Liquid"]}," template language for conditional or dynamic output. This is especially useful in ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Progress"]}," templates, where a single template can handle signed, rejected, and expired statuses using ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["if"]}," blocks."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reference: ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://shopify.github.io/liquid/"},"children":["Shopify Liquid"]}," · ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://github.com/dotliquid/dotliquid/"},"children":["DotLiquid"]}]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"best-practices-for-template-approval","__idx":15},"children":["Best practices for template approval"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Templates go through automatic and manual validation before they can be enabled. Following these guidelines reduces rejection risk."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"image-limits","__idx":16},"children":["Image limits"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Convert images to base64 inline to reduce rendering overhead."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Maximum ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["3 images"]}," larger than 48×48 px per template."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Maximum ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["8 images"]}," at or smaller than 48×48 px (typically social icons)."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Total file size of images and content must not exceed ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["1 MB"]},"."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"restricted-components","__idx":17},"children":["Restricted components"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The following cannot be used in templates, as mail clients may block emails that contain them:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["JavaScript"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Animated GIFs (whenever possible, avoid)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["