Configure Email Template
Published on February 6, 2026 DRTE
Configure Email Template for PIN Notifications
| Mandatory step: The packaged email template references the wrong entity type, so it must be cloned and corrected before PIN email notifications will work. |
Overview
To set up PIN email notifications, you will create a corrected copy of the package-included email template and then point DRTE Settings to it. This takes two short phases: configuring the template, then updating the custom setting.
Step 1: Configure the Email Template
- Clone the package-included email template.
- Change Entity Type to "E Signature Request Pin".
Cloned email template with Entity Type set to "E Signature Request Pin".
Step 2: Configure DRTE Settings Custom Setting
In the next step, configure the DRTE Settings custom setting. Update the Share PIN Email Template Id field in DRTE Settings with the Id of the template you cloned in Step 1.
DRTE Settings custom setting showing the Share PIN Email Template Id field.
| Quick reference: Clone the packaged template, set Entity Type to "E Signature Request Pin", then update Share PIN Email Template Id in DRTE Settings. |
Knowledge Article Number: KA-00085