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Invitation & Confirmation Messages

How To Add Invitation & Confirmation Messages

Jennifer Alexandersson avatar
Written by Jennifer Alexandersson
Updated over a week ago

When sending your documents you are able to add invitation and confirmation messages when sending your e-mails to the recipient. This is a friendly way to invite the recipient to sign the contract as well as confirming the document has been signed.

In this article we will walk you through how to easily add these features.

1. Open the template or upload the document that you are about to send. Once this has appeared go to the "Details" section on the right side and scroll down until you see the "Your invitation message" and "Confirmation Message" boxes.

2. Add your customized messages to the boxes.

4. Save your changes. Your message is now complete.

Tip! By clicking on the symbol next to the boxes you are able to see a preview of you messages.

These features can be added as standard settings in your templates, press the button below to learn more.

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