You can now create your own email template for the signature requests sent to your clients!
To create your template, open your profile by clicking on your name and on ‘'Account’'
...
Video Tutorial:
| Widget Connector | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Step-by-step Instructions:
In the documents tab of a new Signing Session, click on Edit Templates:
...
Go to the ‘'Email Template’' tab
...
This will now be the message your clients will receive when sending a signature request.
...
.
...
When creating signing sessions, you will have the ability to choose in your templates which one you would like to send, you can also click on Edit Templates to go back and edit your templates.
...
| Tip |
|---|
Completed! |