Customizing borrower emails

Settings → Email templates lets admins rewrite the five borrower-facing emails: the invite, the automatic reminder, the upload confirmation, the "new copy needed" note, and the all-done congratulations.

• Use merge fields like {{first_name}}, {{file_name}}, {{items}} — the chips insert them for you.
• The live preview shows exactly how it reads with sample data, in your branding.
• Your logo, brand color, and each person's secure link button are added automatically — never paste links into the text.
• Reset to default brings back the built-in wording any time.

Emails you customize apply firm-wide from the next send. The file page's Emails card shows the full send history per file.