Sign Documents: Ability to customize the email

  • Troop_Event
    Asked on July 26, 2024 at 5:47 AM

    Hi, How can I customize emails for sign docs?

  • Jeric JotForm Support
    Replied on July 26, 2024 at 6:08 AM

    Hi Troop_Event,

    Thanks for reaching out to Jotform Support. There's no option yet to fully customize the email when sending the Signed Document. Right now, you can only add a customized message. Let me show you how:

    1. In Form Builder, in the green navigation bar at the top of the screen, click on Send.
    2. Click on Send to sign on the left side of the screen and click on Send Document to sign
    3. Finally, click on the message icon to enter the customized message.

    Sign Documents: Ability to customize the email Image 1 Screenshot 20

    While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.


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