With Parting Pro’s custom digital form email templates, funeral home staff can now create, personalize, and manage email templates specifically for digital form signature requests. This allows each email to be tailored to the unique needs of different forms and client interactions.

Follow these steps to create a custom email template for digital form signature requests in Parting Pro.

Go to Settings → Email Templates → Digital Forms in the Parting Pro dashboard.

Click Add Template to create a new email template.

Once on the Edit Template page, you’ll see a pre-filled template with fields like sender details, email body, and footer. These fields can be adjusted to align with your specific messaging needs.

Customize the template’s name to clearly describe its purpose. For example, if the email will be used for sending medical release forms, use a descriptive name like “Medical Examiner Release.”

Adjust the subject line and email body as needed to ensure the email reflects your messaging style.

Use the preview option to check how the email will look to recipients. Once satisfied, click Save changes to add the new template to your list.

Your newly created template will now be available in the user-initiated emails list for quick access and further editing if needed.

Beyond editing, users can also duplicate standard templates. This is especially helpful if significant edits have been made to a standard template, and users want to retain those changes in a new custom template without starting from scratch.

Users also have the ability to delete custom templates if they are no longer needed. Please note that standard templates cannot be deleted.

When you’re ready to send a digital form, in Step 3 of the send process, use the Template dropdown to select your custom email template.

After selecting the template, you’ll see the email content updated to reflect the selected template’s customizations. Preview the email to verify details, then send it as usual.