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How to access the document's live chat

Updated over a year ago

When viewing the document summary, you will find Conversation to the right where you can interact with your customer.

Here you can chat and leave comments for the recipients to read and respond to.

You can also continue your conversation anywhere from our mobile app.

When the document has been signed, the conversation will be saved in the certificate and can be read by all signers of the document.

How to delete messages

  1. Hover your mouse over the message you want to delete

  2. Click on the trashcan symbol and delete the message you've sent

Removed messages will not appear in the certificate.

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