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

How to add an intro video to a document in the mobile app

After creating your document from a template, click Next.
In the Engage tab, toggle on Video Introduction.
Press the Record button and record your message.
Click Remove to create a new recording or Next if you're happy with it.
Fill out the remaining information and send it out to the recipient.
Done!

How to send a video reminder to your recipient from the mobile app

How to record a video to the video library through the mobile app.

Creating a document: Document Engagement and Interaction

Document engagement and interaction (E-sign plan)

Template engagement and interaction for the E-sign plan