In addition to customizing your documents, you may also wish to personalize the emails they arrive in.
Select Design Studio: From the sidebar, select Design Studio. Here, you can choose to create a New Email or edit an existing email template from the Email tab.
Create a new email template: Click the New Email button.
Fill in the required fields in the Email Template Creator:
Template Name (Required): The name of your email template, such as "Check Confirmation."
Email Type (Required): The payment type the email template applies to, e.g., "Check" or "ACH."
Email Text (Required): The content of the email you wish to send to your payees.
Customize the email body with variables using the drop-down "Variables" menu. When you select a variable, it will use the correct syntax to display that variable at the point where your cursor is currently located. Variables include:
Attachment Links
Payment Number
Bank Address
Bank Name
Payee Account Number
Payee Address
Payee Email
Payee Name
Payee Phone
Payee Routing Number
Payor Address
Payor Email
Payor Name
Payor Phone
Payment Amount
Payment Date
Attach a document template: Attach an existing document template, such as a Check Design or ACH Remittance, to automatically send copies of the generated checks to payees. You can also create a new document template.
Customize formatting: Use the toolbar to adjust font size, style, emphasis, and positioning. You can also add bulleted or numbered lists and hyperlinks.
Save and test your email template: Click Create Email to save your template. It will now be available and editable under Emails in Design Studio. To review your email as a recipient, open the template and select Test Email, then enter an email address.