Document Wording ← Settings → Documents

What this page is for:
 HTML and email defaults for Final Letter, Warranty Certificate, Completion Certificate, and Invoice PDF. Not contract templates.

Where: Admin Console → Documents
 /portal/settings/system-settings#documents
 Heading on the page: Document Wording

Steps:

1. Open Documents.

2. Select a document type.

3. If it is signable: Require customer signature, and mode Email or Sign on device / Send by email only / Sign on device only.

4. Edit Template HTML. Right side is Live preview (sample data).

5. Set Email defaults: Email Subject, Email Message (pre-fill for Email {document}).

6. Save Changes or Reset to default.