Custom Asset Emails
You can now create custom email templates for sending out your firm assets such as Custom Forms, Documents, File Requests, and Booking Forms. This gives you the opportunity to include more customized content in the email, along with the link to the asset you are sharing with the PNC.
To create your custom asset emails, start by hovering on the Assets tab, and select the type of asset you wish to create an email for (Form, File Request, Document, etc). Then, click the ... icon and select Email Template.
We'll use custom forms for this example, but you will see a similar dropdown menu as pictured above when you click the icon for your documents, file requests, and booking forms as well.
After clicking Email Template (circled above), you will then create your plain text email template for sharing this particular form/document/etc. You can merge in fields as needed using the various field dropdown menus. Important: make sure you input the custom link for the asset, as shown below.
Once you have created the email template for this particular asset, you will have the choice to use the standard Lawmatics HTML email template for sharing this asset, or you can select to use your Email Template.
You will see this option when sharing the asset manually, as shown above, or when sharing the asset via automation, shown below.
Note that if you choose the option to "Use Standard Email", this will send the standard Lawmatics template for sharing assets. This email looks similar to the sample shown below, with your logo in place of the Lawmatics logo, and your user profile image in place of the sample below. The text that you have entered in the email message box, shown above, will replace the line of text below "Please take the time to prepare and upload these files for us. Thanks!".
FAQ's
If I don't like the existing Lawmatics template can I edit it?
No, you can't edit the standard template. The custom asset email is option is intended to let you have complete control over the emails you are sending by simply making your own. This is useful if you ever wish to include additional information in the email for sharing a form, document, etc, or if you simply do not like the Lawmatics standard template.
Do I need to create a custom asset email for each individual custom form, or is it just one for all forms?
You certainly do not need to create custom asset emails at all if you are satisfied with the Lawmatics template, but if you do wish to create these custom asset emails then you will create per each individual asset. So each individual form or document would need its own, as opposed to just creating one for forms and one for documents.
After I have created a custom asset email can I edit it if I need to make changes down the road?
Yes, simply click the ... icon for that asset once more and select Email Template. You will see the email template that you have already saved and can make edits as needed.