Adding an intro video to your send-out is a great way to get personalize your document and get the customer more engaged. See the guide below on how to do that.

  1. After creating your document from a template, click Next.

  2. In the Engage tab, toggle on Video introduction.

  3. Press the Record button and record your message.

  4. Click Remove to create a new recording or Next if you're happy with it.

  5. Fill out the remaining information and send it out to the recipient.

  6. Done!

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