Email Customization
Customise the share and reminder emails your clients receive with your branding.
FileChute sends two types of recipient emails: the share email (initial invite with the upload link) and reminder emails (automated follow-ups). Pro users can customise both to match their brand.
What you can customise
- Email subject template — use variables like
{{title}}and{{clientName}}for dynamic subjects. - Intro paragraph — personalise the opening copy your clients see above the upload button.
- Call-to-action button label — change the default “Upload documents” button text.
- Signature line — add your firm name, phone number, or tagline.
- Logo & brand colours — your uploaded logo and brand colour carry through to emails automatically.
Editing email templates
- Go to Settings > Email.
- Select which email flow to edit: Request share or Reminder.
- Edit the subject, intro, CTA label, and signature fields. A live preview updates on the right as you type.
- Click Save email settings.
Sending a test email
After saving your changes, click Send test email to receive a preview at your own email address. This lets you verify formatting, branding, and variable substitution before clients see it.
From address & trust
All emails are sent from FileChute's verified domain. Your business name appears as the sender display name. If your recipients' email providers require additional trust signals, refer to the Common Issues article for deliverability tips.
Availability
Email customisation is a Pro plan feature. Free-plan users can preview the controls and see the default email template, but cannot save edits.