How to set up a private message for individual people

Modified on Tue, 15 Sep at 11:45 AM

In our app, you can send personalized messages to each person you're signing documents with. Below are the steps on how to do it:

Step 1: Uploading the document

After logging into the app, upload your document and go to the signing scenario settings.

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Step 2: Adding a counterparty and proposer

In this step, add the signing and approving people to the scenario by clicking the "Add signer" option. Fill in the counterparty's information, including their name and email address.

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Step 3: Setting up a private message

After adding the counterparty, you'll see a small envelope icon on the right side of the page. Click this icon.

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After clicking the envelope icon, a window will appear where you can write your personal message for this specific counterparty.

You can copy the message to all signers by clicking the Copy message to others button.

This way, you can send personalized messages to each person you're signing documents with. This feature enables better communication and easier resolution of any questions or issues related to signing documents.

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