Email Templates and Keywords

• Change Password
  Sent when a new password is set
• Compliance Request
  Sent to user from a compliance officer to opt-in
• Consent Text
  Text used in the consent page
• Custom Authentication Required Registered User
  Sent to a user who is not logged in when a package needs authentication (when set to 'sent custom template')
• Custom Authentication Required Unregistered User
  Sent to a user who is not logged in when a package needs authentication (when set to 'sent custom template')
• Custom Recipient Expiry Notification
  Email sent to a recipient (if configured) when a package has gone to paper and is also set to send custom template
• Custom Sender Expiry Notification
  Email sent to a recipient (if configured) when a package has gone to paper and is also set to send custom template
• Custom Hourly Recipient Reminder
  Sent to a recipient as a reminder to view a package and set to send custom templatete
• Custom Hourly Sender Reminder
  Sent to a sender as a reminder to view a package and set to send custom templatete
• Custom 3 Day Documents Recipient Reminder
  Sent to a recipient as a reminder to view a package and set to send custom template
• Custom 3 Day Documents Sender Reminder
  Sent to a sender as a reminder to view a package and set to send custom template
• eConsent Signing
  Text for consent to electronic forms
• Guest Message
  Sent to an unregistered user not using the invite process
• Hint
  Sent to user when they need a password hint
• Invite
  Sent to an unregistered invited user via the registration process
• Message
  Message sent to a user
• Message First
  Sent to a user who is not logged in
• Message First Signature Required
  Sent to a user who is not logged in when a package requires signing/authenticating
• Message Invite
  Sent to an unregistered invited user via 'create on the fly'
• Message Paper Submission
  Sent to the package sender to indicating the package has been sent to Paper Out
• Message Rejected
  Sent to package sender when a signable eDisclosure package has been rejected
• Message Rejected - Non eDisclosure
  Sent to package sender when a signable package has been rejected
• Message Separate Password
  Sent to a new user when the password email is sent separately
• Message Signature Required
  Sent to a user for an enhanced package
• Message Signature Required - Non eDisclosure
  Sent to user to advise the package needs signing/authenticating
• Message Signed
  Sent to package sender when a signable eDisclosure package has been signed
• Message Signed - Non eDisclosure
  Sent to package sender when a signable package has been signed
• Message Submission
  Sent to the package sender to show package has been sent
• Message View Notification
  Sent to the package sender when the recipient opens the package
• Package Error
  Sent when a package error is set
• Papered Message
  Text for Papered Packages in Detail Page
• Receipt
  Package body message inserted when package has been viewed by recipient
• Recipient Expiry Notification
  Email sent to a recipient if configured when a package has gone to paper
• Recipient Notification Completed
  Sent to sender when a recipient completes an electronic package
• Recipient Notification Consent Accepted
  Sent when a recipient consents for electronic package
• Recipient Notification Consent Declined
  Sent when a recipient declines an electronic package
• Self Unlock
  Sent when a recipient declines an electronic package
• Sender Expiry Notification
  Email sent to a package sender if configured when a package has gone to paper
• Sender Notification Consent Accepted
  Sent to sender when a recipient acceots the terms of an electronic package
• Sender Notification Consent Declined
  Sent to sender when a recipient excepts terms of an electronic package
• Signup Approved
  Sent to user after sign up approved
• Signup Created
  Sent to approver to acknowledge completion of the sign up process
• Temporary Password
  Sent to user when password has been changed to a temporary one
• 3 Day Documents Recipient Reminder
  Sent to a recipient as a reminder to view a package
• 3 Day Documents Recipient Reminder - Hourly
  Sent to a recipient as a reminder to view a package
• 3 Day Documents Sender Reminder
  Sent to a recipient as a reminder to view a package
• 3 Day Documents Sender Reminder - Hourly
  Sent to a sender as a reminder that a recipient needs to view a package
• Welcome
  When configured is used to send initial package to a new user
• Workflow Expiry
  Sent when a workflow expires
• Workflow Recipient Reminder
  Sent to recipients to remind them of workflow

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Wolters Kluwer Financial Services