Hi there - I have set up a an integration with DocuGen and it is working great but I need to edit some things on the cover email. It is pulling through the item name for the relevant data, which I don’t want to include and also the account name needs to change from a user name to a company name. So that the bottom of the email reads: if you have any questions contact COMPANY NAME. Can you please help. Many thanks, J
Hey Julie,
Because Docugen is a 3rd party app, I’d recommend reaching out to the app’s developers directly. You can reach them via support@docugen.io - hope this helps in some way!
I think the cover letter is created by OPSign and not DocuGen - do you have a support contact for them?
Hey Julie,
Is this the app you’re using in the platform?
If so, you can find their support email here → contact@op.today
@JulesD I have good news! We’re releasing e-signatures as a new feature in DocuGen starting next week. With DocuGen Sign you can:
- Collect verified e-signatures protected by a digital seal (like DocuSign)
- Send documents to multiple signers
- Automate document sending using automations
We’re granting access to DocuGen Sign early adopters as soon as next week (10 June.) If you would like access, please fill out this form: