How do I add a covering letter/message to my envelope?
Receiving an email from an unknown company can be a bit confusing for some of your clients when sending them an envelope, so we’ve got a nifty little feature that allows you to add a message into the email they’ll receive and here’s how to do it:
You’ll need to have done Step 1 of the Send Envelope process, so if you’re new to this you can find our written guide on sending out your first envelope here.
So now that you’re on Step 2, you’re going to want to click +Advanced Options, which is just under Party Name.
Once clicked, you’ll see the personal message section appear and this will now allow you to add a covering letter to your email
eg “Hi Mr Signable, Please find attached your contract that we discussed”.
You can also save messages to use in future, to save you typing them out again. Just click Save Message underneath the personal message box, give your message a title and then click the Save Message button.
Your newly saved message should now appear at the top on the Pick a template dropdown, to use for next time.
And that’s all there is to it!
Please note: If you have multiple parties on an envelope, the written personal messages will not carry over to them, because we give you the option of giving each party a different personal message, but you can of course select the same personal message or copy and paste.