Customizing Invitation Emails for Individual Documents

You can customize the subject line and message content for individual documents or even for specific signers.

Note: For organization-wide email consistency, see Setting Up Email Branding to set up default email content.

Setting Up Documents with Custom Messages and Subject Lines

Click +New on the Dashboard to create a new document.
Either upload your files or click Next to skip to the recipients page.
On the Recipients page, under Messages change the subject line and message to your liking.

Adding Private Messages for Specific Signers

You can also create custom private messages for specific signers that will overwrite any message you wrote under Email Note to Signers. This allows you to give signer-specific instructions or context without changing the general message for other recipients. To define private messages for a specific recipient:

Click the Message icon next to the signer’s name and email.
Enter a Private Message that will override the general message for that signer only.

Editing Email Content in the Editor

On the Editor page, click Edit next to Settings on the left panel.
In the pop-up window, you'll see the Title and Email tab where you can make additional changes to the subject line or message content.

What the Invitation Email Will Look Like

Example for all signers:

Here is the invitation email if you had a custom message for all signers. Note the personalized subject line and the content of the email note.

Example for a specific signer with a private message (e.g., Alison):

If you have a private message set for a specific signer, the invitation email will be different from the general message above. Notice how the content of the message has changed specifically for Alison.

Customizing Invitation Emails for Individual Documents - Signority