The invitation email for a signing request can be customized to a limited extent. This is because we send emails on behalf of many customers, and we want to guarantee that our messages are always reliably delivered to signers.
In this article, we explain how you can adjust the invitation email, depending on how you create your transactions:
Via partner software: in that case, it depends on how our partner has set up the integration.
Transactions sent via the Signhost web portal
You can create a transaction in two ways:
Send by invitation
With sign on location, you can share the signing link any way you like. In this article, we’ll focus on the send by invitation option.
1. Adding a custom email message
When creating a transaction via the web portal, you can add your own email message to the signer. This can be done at two points:
While creating the transaction
Via the transaction settings
You can personalize the message by inserting the signer’s name with a syntax. Note: you need to enter the signer’s name manually. Do this as follows:
Choose the verification method Scribble
Enter the signer’s name while configuring the verification
Add the following syntax to your email message:
{{Name}}
2. Changing the email subject line
By default, your own email address is displayed in the subject line of the invitation email. You can change this in two ways:
Update your email address via the Organization page
Enter a custom subject line when creating the transaction or via the transaction settings
3. Branding and sender details
You can further personalize the email by:
Adjusting the appearance of the email to match your organization’s branding
Changing the sender’s email address to one within your own domain (e.g. contracts@yourcompany.com)
Transactions sent via the API
You can also create a transaction in two ways:
Send by invitation
Send by invitation
Signhost sends the invitation, reminders, and documents. To start the invitation flow, the SendSignRequest parameter must be set to TRUE in the transaction POST.
Within the invitation flow, just like in the portal, the sender, the invitation email, and the message can be modified. The message is adjusted in the transaction using the SignRequestMessage field. Only plain text is allowed (no HTML). Line breaks can be added by typing \n.
Branding must be configured via the Signhost web portal and cannot be applied through the API.
Sign on location
The Signhost API returns a URL after a GET request https://evidos.github.io/endpoints/#get/api/transaction/{transactionId} This link can then be shared via your own way, or opened directly in a browser.