By default, documents sent to clients will have the sending users email both in the “from” section of the document, and as the “reply-to” email. If your business would prefer to use a general email, such as an [email protected], follow the steps below.

First, select a document template type from within the “sales tools” menu.

From here, select the “edit content” option on the template you would like to edit.

Next, select the three-dot edit button for the contact field.

From within the Edit Contact menu, select the preferred default email for the template from the dropdown menu.

Moving forward, all documents made using this template will use the email chosen as the default. If needed, this email field can be changed on an individual document level, following the same steps from within the edit design menu.