Can I change the default subject line and message?

Yes, you can add a default message, name and subject line to your team account(s). In the prepare view you can still manually override the message if needed.

 

SignRequest-team-subject-message-landing.png

 

 

1. Log into the specific team account.

2. In the menu (upper right corner) select 'Teams'.

3. Click on the 'Advanced' button.

4. Add the your subject line, message and optionally a landing page.

5. Click 'Save'. 

Optionally, if the document is the same, you can create a template of your document and add a specific subject line and message to your template(s).

It is also possible to change the name in your account and that this will also change the name the recipient will see when getting an email. This does not have to be an actual person's name but it could also be a department/ company name.  To do this, go to the "Account" page:

Screen_Shot_2019-09-02_at_3.00.49_PM.png

Was this article helpful?
1 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.