Simple Sign allows you to customize invitation and confirmation messages for emails sent to recipients. This enables you to provide a personalized and professional message when inviting recipients to sign a document and confirming the completion of the signing process.
How to Add Invitation & Confirmation Messages
- Open Document or Template: Start by opening the template or uploading the document you intend to send for signing.
- Access the Details Section: In the right panel, navigate to the "Details" section and scroll down until you locate the "Invitation Message" and "Confirmation Message" fields.
- Enter Your Custom Messages: In these fields, input the personalized messages you want to send to your recipients. The invitation message is sent when the document is initially sent, and the confirmation message is sent once the document is signed.
- Save Your Changes: After entering your messages, click "Save Changes" to ensure your messages are stored.
- Preview Your Messages: To review how the messages will appear to the recipient, click the eye icon next to each message box. This allows you to check the content before sending.
