How to customise a signing request email

So your document is ready, you have added all of your signees and now you just need to send it? Here's how.

Please note: These articles outline the steps for the new document signing platform, currently in early access. Features like Certificate of Completion and signing request cancellations aren't available just yet.

We recommend using the current document signing platform for any important documents that require these more complex features during the early access phase.

We're rolling out your favorite features gradually so stay tuned to our in-app notifications and release notes for the latest updates! You can also check this page to see what we've released and what's coming next.

Write a message:

You can customise the subject line of the email message which carries your signing request to your clients.

Note: The ability to template these emails is coming soon!

 

To find out how to change where your documents will be saved; click here