You can also upload a pre-recorded video from the video library. Instead of recording a video click on the option Video Library under the record button.

You can use an old recording or upload a video stored on your device.

Click on it and you will see a Conversation starter button.

Once clicked, a window will pop up with a message looking like this:

Leave the default message, which can be changed in the settings, or edit the message ad hoc. Use different variables, such as {{recipient.first_name}}, to have it autofill with certain information.

This auto comment will now appear in the chat while the recipient is viewing your document, prompting them to respond with any questions or concerns that you can address.

{{recipient.first_name}}

{{recipient.last_name}}

{{sender.first_name}}

{{sender.last_name}}

{{sender.fullname}}

{{document.name}}

{{document.value}}

The great thing about the pop-up is that it will appear as if the original recipient is doing her due diligence and granting security access to the new recipient.

Once they authenticate themselves with a name and email, you will receive their contact information in real-time and know how long they are looking at the send-out.

This setting can also be turned on per default in the Document settings by an Admin. Note: Any changes in document settings will be on per default for all users.

When you have activated the ‘’Identify new recipients’' function in your entity settings and under the Engage tab, it will ask the customer to provide their email address to identify themselves, should they open the document a second time with a different IP address and/ or device.

This acts like an extra layer of authentication, checking if the recipient opening the document is the rightful approver / Signer of this document.

If someone who is not added to the recipient list opens the link and identifies themselves with their email, they will be added to the recipient list as an only view. This will give you a full vision of who opens the send-out once it's delivered and is very valuable when there are multiple decision-makers involved.

This will allow recipients to call you with a click of a button while they are viewing your send-out.

You can activate this integration with Twilio in two ways. Either go to Settings -> Integrations -> Connect with Twilio or start sending out a document, go to the Engage Tab, and activate the Instant Phone Call from there.

When preparing your send-out and under the Engage Tab, you will notice an Instant Phone Call option.