Messages

Overview

In SIGNI, you can customize communication with counterparties in the Messages tab in Workspace settings. This allows you to set up emails, SMS notifications, and verification methods to match your company's communication style.

Explanation of the checkboxes:

• Send all emails as a copy to the document author All system emails about the document will also be sent to the document author (as a copy).
• The Reply-To email address will be the workspace address Replies to emails will go to the workspace email address, not to a specific user. You can find the workspace email address in the Signature identity section.
• Send a copy of the document to the workspace email as well A copy of the document will also be sent to the workspace email after being sent or completed.
• Email about a new document is sent to the proposer when created via API If a document is created using the API, the proposer will receive an email with information about the new document.
• Send emails as a copy to the workspace owner All document-related emails will also be sent to the workspace owner (as a copy).
• Do not send attachments Emails will not contain any attachments (the PDF document).
• Send the new document also to signers with the "For information" role Option to send all emails within the signing scenario to people with the "For information" role. By default, they only receive information about the completed document.

All message texts can be set up in different languages. Using the "Select the language of the texts you want to edit" option, you can switch between languages.

Email communication

Editing the email with the document proposal

This email is sent to the counterparty when a document is proposed for signing.

The following fields can be edited:

• Sender By default it contains: {NAME} – automatically fills in the company name from the workspace settings.
• Subject Defines the subject of the email with the document proposal.
• Email content Contains default text that you can edit as you wish.

Available placeholders

When editing the email, you can use these placeholders, which are automatically replaced with actual values upon sending:

• {CONTRACTNAME} – document name
• {NAME} – company name from the workspace settings
• {CLIENTNAME} – full name of the user (counterparty)

Editing the subjects of other emails

By clicking Email subject settings, you can edit the subjects of other system emails that SIGNI sends.

⚠️ Note:

• Only the email subject can be edited.
• The email text cannot be edited without a special module.

To be able to edit the text of all outgoing emails, you need the Advanced Branding module. For more information, contact care@signi.com.

SMS notifications

SMS notification of a document proposal

You can activate SMS notifications so that the counterparty is informed about a document ready for signing.

• SMS is optional – it can be turned on or off.
• If not active, the notification arrives only by email.
• The SMS text is fully editable, with a maximum limit of 200 characters.

ℹ️ Note: This SMS is not a 2FA verification message. It only serves as a notification of a document proposal.

Other branding options

SIGNI also offers advanced customization options, for example:

• Sending emails from your own domain (e.g. signi@mycompany.com)
• Editing the text and visual appearance of all emails

These features are available as add-on modules. If you are interested, contact us at care@signi.com.