Can I save a personal message?
Sometimes when sending an envelope you’ll want to highlight something in the automated email sent by Signable for certain sets of clients, so we’ve made sure you can store and reuse personal messages. Lazy isn’t always a bad thing!
1. When entering your party email address, name and selecting party/template roles, select advanced options and from there you can type out your personal message
2. Pick a template, ensuring you’ve not selected a previous one or add a custom message
If you have selected a previously stored message, this will overwrite it! So if it’s a new message, make sure you’ve selected ‘—‘ from the drop-down menu.
3. Name your stored message
4. Click ‘OK’ to save
5. Continue sending as normal
When the party receive the automated Signature Request email, they will see the personal message, as shown in the image to the left