How can we easily edit the email template content before sending it for the ~10% of cases where a static template isn't suitable?

Published on October 3, 2026 DRTE

Use Salesforce’s native email capability by inserting the desired template and manually making edits before sending. After sending the email, ensure you update the status of the E-Signature Request record to "Sent for Signature" to enable guest user record sharing for the e-signature process.

Knowledge Article Number: KA-00436