It is possible to customize the invitation email for a signing request to a limited extent. These restrictions are in place to ensure that emails, which are frequently sent to signers, remain reliable and are delivered successfully.
Below we explain how to adjust the invitation email, depending on the method used to create transactions:
Via the Signhost web portal
Via the Signhost API
Important:
The content of the email message you attach to a transaction is not stored in our systems and cannot be retrieved later. Only the default message set through your organization's settings remains visible.
Setting Branding and Sender Email Address
The branding and sender's email address can be configured centrally via the Signhost web portal. These settings apply to all transactions, regardless of whether they are created through the web portal or the API. With branding, you can:
Customize the layout and branding to match your organization's style.
Change the sender's email address to one within your own domain (e.g., contracts@yourcompany.com).
Adjustments via the Signhost Web Portal
If you use the "Signing by Invitation" option in the web portal, you can make the following adjustments:
Attach a Custom Email Message:
You can add a custom message when creating a transaction. This is possible:
When creating the transaction.
Later, via the transaction settings.
To personalize the message, you can automatically include the name of the signer in your email using the syntax
{{Name}}. To do this, set the name during transaction creation under the verification method "Scribble."
Modify Subject:
The default subject line can be changed via the transaction settings or during the transaction creation process.
Adjustments via the Signhost API
When using the API, you can also create transactions via the "Signing by Invitation" option (by setting the SendSignRequest parameter to true). The invitation email can be customized through the following settings:
Send a Custom Message and Subject: You can configure these through the parameters
SignRequestMessage(custom message) andSignRequestSubject(custom subject). Please note:Only plain text is supported (no HTML).
Line breaks can be added using
\n(inSignRequestMessageonly).
For the "Signing on Premise" option (by setting the SendSignRequest parameter to false), a URL is generated that you can share using your preferred method (e.g., via email or other communication tools).