This is an Enterprise feature, contact sales@botdoc.io for more details.
Replace Botdoc’s Push and Pull default email subject line to recipients by setting a custom Team default subject line. If users on your team need to change the subject line at anytime they have the ability to override per request.
Botdoc Default Subject Line:
Todd Treebe from Apple Tree Company sent you some file(s) via Botdoc - Push sample
Todd Treebe from Apple Tree Company Request Documents via Botdoc - Pull sample
Custom Team Subject Line (Owners can set as your team default):
Final Loan Documents from Voo Doo Lab - Push sample
Voo Doo Lab is requesting Urgent documents - Pull sample
TEAM OWNER:
On the left navigation tool bar click on My Teams and scroll down to “Edit Your Team Configuration” where you can enter a custom subject line that will become the Teams Default Subject Line. If you do NOT enter text into the subject line fields, then the Botdoc default will remain the same (see above).
Once you enter your customer subject line each user will have the ability to override that subject line if needed per request.
