Set a default personal message when sending documents
Adding personal messages for your signers is important, improving the deliverability of the email as well as ensuring your customers have a friendly and personalised experience. This article explains how to set up saved emails.
To create a default personal message, go to Admin > Saved emails. You need admin permissions.
To set a personal message to default, create and save a personal message and then tick the Use everytime option, this personal message will now be selected every time a document is sent.
Placeholders can be used in conjunction with personal messages, see a list of available placeholders.
Once you have a few messages set up, these can be selected from within the personal message section below each signer on the Send Page.
This video show you how to create a default message, and where it is located on the Send Page:
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