When sending a document you have the option to enter a message to your recipients. This message appears in the email that your recipients receive and should be used as a way to provide more information about the context and content of the document. When your document is being sent to more than one recipient there may be a need to customise this message for each individual, this can be done by using private messages.
How to add a private message
- Follow the process of sending a new document.
- When you are reviewing your document, click Add private messages underneath the message to recipients text box.
- In the new window, select which recipient you would like to enter a private message for and enter your message.
- Click Save to save your changes.
When using the private messages feature as well as the message to recipients box, the private message will always take precedence.
This means that when you set a private message, that message will be displayed in the email to that person, not the message in the Message to Recipients box.
For more information, please feel free to browse our resource centre to learn more about the application and how to use it. You can also get in touch with us for more specific information regarding services and prices from your clients with e-signatures. We provide your customers with a convenient, easy-to-use solution to sign documents electronically.