BizuraBizuraKnowledge Base
Русский
Knowledge Base/Documents & Contracts/Documents & Contracts: Email Templates and Team Notifications Setup

Documents & Contracts: Email Templates and Team Notifications Setup

Learn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages, inserting dynamic custom values, and ensuring your team stays informed ab

Last updated: May 26, 2026

Was this article helpful?

On this page

  • What is Email Template Customization and Notifications in Documents & Contracts?
  • Choose Template & Edit Email at Send Time
  • How it works
  • Key Benefits of Email Template Customization and Notifications
  • Customizable Email Templates
  • Dynamic Document Customization
  • Team Notifications
  • Notify More Internal Users (Recommended Method) To add specific users, roles, teams, or extra email addresses to document alerts, create a Workflow: Trigger: Documents & Contracts → choose event (Sent, Viewed, Signed, Completed). Action: Internal Notification → select Users / Roles / Teams or enter custom emails. (Optional) Add conditions (e.g., template name, deal value) and additional actions (tag contact, move opportunity).
  • How To Setup Email Templates and Team Notifications
  • Open Payments Section
  • Select Documents & Contracts
  • Access Document Settings
  • Customer Notifications
  • Configure Email Sender
  • Configure CC Recipients
  • Document Received Notification
  • Document Signed Notification
  • Document Expiry Warning Email
  • Team Notifications
  • Override Sender Details
  • Document Signed Alert
  • Document Viewed Alert
  • Save Team Notification Settings
  • Frequently Asked Questions
  • Related Articles

In this folder

  • How to use Documents & Contracts?
  • Documents & Contracts: Email Templates and Team Notifications Setup
  • Multiple recipient support on Documents & Contracts
  • How to Create and Send Document or Contract Templates Automatically in a Workflow
  • Workflow Trigger - Documents & Contracts
  • Easy Management of Documents and Contracts within Contacts
  • How to Set Signing Order for Recipients in Documents and Contracts
  • How to Share Documents and Contracts Templates
  • How to Use Documents and Contracts in the Mobile App
  • Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
  • How to Configure and Accept Tips on Invoices
  • How to Track Activity for Documents and Contracts
  • Documents & Contracts Templates with Opportunity Custom Values
  • Link Custom Values to Text and Date fields: Documents and Contracts
  • Split Columns Support: Documents & Contracts
  • Automatically Generate Invoices from Signed Documents & Contracts
  • Documents & Contracts: How to automate sending invoices when documents are signed
  • How to redirect a user to a specific page after signing a contract?
  • How to Use Document Expiration in Bizura Documents
  • Attach Files to Documents & Templates

© 2026 Bizura. All rights reserved.

Powered by Bizura Knowledge Base