# How to create and manage email templates

Create and customize branded email templates to ensure every client communication matches your company's professional look and feel.

February 4, 2026

## Table of contents
- [Understand email template types](https://help.getaccept.com/en/articles/9459431-how-to-create-and-manage-email-templates#h_63338d5a5c)
- [Create a new email template](https://help.getaccept.com/en/articles/9459431-how-to-create-and-manage-email-templates#h_febfcaaf5e)
- [Edit an existing email template](https://help.getaccept.com/en/articles/9459431-how-to-create-and-manage-email-templates#h_b569471fd5)
- [Manage default notifications](https://help.getaccept.com/en/articles/9459431-how-to-create-and-manage-email-templates#h_fd7f2d7557)

Customizing email templates allows you to standardize the messages sent with your documents, ensuring a consistent brand experience for your recipients.

## Understand email template types

Before you start building, you need to decide where your templates will be applied within the GetAccept platform.

- **Document Sending Templates:** These are the default messages used when you first send a document to a recipient.

- **Notification Templates:** These templates act as the default for automated alerts, such as reminders or "document signed" confirmations.

**Note:** Email templates are an exclusive feature available only on the **Enterprise plan**. If you do not see these options, check your current subscription level.

## Create a new email template

To create a new email template, you must access the branding section of your entity settings.

- Go to **Settings**, select **Branding**, and click on **Email templates**.

- Click the **Manage email templates** button.

- Click **New Email template** in the top right corner.

- Give your template a clear, descriptive name so your team knows when to use it.

- Draft your content and click **Save** when you are finished.

**Pro-tip:** Always keep the `{{email.message}}` tag in your template. If you remove it, the custom message a user writes when sending a document will be deleted and replaced by the template's static text.

## Edit an existing email template

You can update your email templates at any time to refresh your branding or update your messaging.

- Click on **Manage email templates** within the Branding menu.

- Click the **three dots (...)** next to the template you want to change and select **Edit**, or simply click on the **Template Name**.

- Apply your changes to the text, layout, or tags.

- Click **Save** to apply the updates to all future emails sent using this template.

## Manage default notifications

Setting default templates ensures that even automated system emails stay on-brand without manual intervention.

- Navigate to the **Email templates** section under **Branding**.

- Use the dropdown menu under **Select Template for notifications** to choose your preferred default.

- Click **Save** to confirm the selection.

**Note:** While notifications are automated, individual users can still manually change the template for a specific **Document Sending** event right before they hit send.