Welcome to the Radius Feature Focus series, your go-to for learning how to make the most of your tools in the Radius Office app.
In this article, you’ll learn how to:
Create email templates
Use them to save time and maintain consistency when sending offers or DocuSign envelopes
Email templates help ensure your messages are clear, professional, and accurate every time.
Where to Find Your Templates
Open your Radius Office Web App
Go to Settings
Under “Email Templates,” you’ll see a list of any templates you’ve already created
Click the arrow to preview, edit, or delete
Part 1: How to Create a New Email Template
Click “Create Template”
Name your template
Choose something clear so you can easily find it laterAdd CC/BCC addresses (optional)
Want your TC looped in? Add them to CC
Want to quietly loop in your team lead? Use BCC
Note: CC/BCC does not apply to DocuSign envelopes—you’ll need to add those recipients manually in the signature section.
Add a Subject Line
You can insert variables that auto-populate with information from your offer file, like:Property address
Offer amount
Write your message body
You can also use variables here, such as:Listing agent’s name
Buyer’s name
Property address
Purchase price
Click “Add Template” to save it to your library.
Part 2: How to Use an Email Template
To Send an Email with a Template:
Go to your Transactions tab
Select the property you’re working on
Open the Documents tab and find the file you want to send
Click Select > Send
In the email window, choose your saved template
All CC/BCC, subject line, and body content will populate automatically—including variables like:
Property address
Offer amount
Listing agent name
Buyer name
You can make edits before sending if needed.
Using Templates with DocuSign Envelopes
Select the documents you want to send for signatures
Click Create Envelope
Choose your email template from your library
Use the search bar to find the right one
Subject line and message body will auto-fill with mapped variables from your cover sheet
It’s fast, easy, and helps keep your emails professional and accurate.
Pro Tip: Email Variables
Email variables pull key details from your offer cover sheet and transaction file. This saves time and reduces manual errors. Use them in both the subject line and the body of your template.
