This setting can only be edited by an admin. The settings will affect all users on the entity if nothing else is stated.

These are the default messaging settings for all the send-outs that are made on the entity.

Use merge tags, such as {{sender.first_name}}, to automate email personalization.

Send document email content

The default subject and body of the email that goes out with your document to the recipient.


This message can be edited by all users on individual send-outs.

Reminder email content

The default content of the reminder/follow-up email.

Signed document email

The default content of the email is sent to the recipient after signing the document.

The content of the default footer on all sent emails.

SMS text for sending

The default text message sent to a recipient's phone when sent a document. To automatically send all new documents as an SMS, click on the box right under the default message.

SMS text for reminder (up to 230 characters)

The default text message sent to a recipient's phone when reminding them about a document. To activate "automatic SMS reminder", click on the box right under the default message.

Conversation starter

The default message will automatically pop up in the chat when your recipient opens the document. To activate conversation starter for all new documents, click on the box right under the default message.

This message can be edited by all users on individual send-outs.

Automatic chat reminder

The default chat message will automatically be sent after 24 hours of the recipient not opening the send-out. To activate automatic chat reminder, click on the box right under the default message.

This message can be edited by all users on individual send-outs.

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