Email Messages

Sending personalised email messages to your signers is important—it boosts email deliverability and guarantees an informative, friendly experience for your customers. This article explains how to set up email messages.

 You will need Admin permissions to do this.

 Visit Presets > Email Messages.

 This takes you to the Email Library.

 Click Create Message + to create a new email message, add a title, and then click confirm. This will make it appear as a new email message.  

If you click the Default switch next to an email message then it will be automatically be selected to be sent to your Recipients with your documents.

Preset email messages can also be selected on the Options dropdown menu below the Recipient’s details on the Send page, this allows you to select a different email message than the default.

You can also customise the email further before sending it out for an added personal touch.

Click the Email Library button to visit the Email Library directly from the Send page.

Placeholders can be used in conjunction with personal messages, see a list of available placeholders.