Can I personalise my envelope?

Yes you can, each envelope can be personalised on a signer by signer basis with both a password and a party message. We'll explore how below:

Step 1

After uploading/selecting your documents whilst creating an envelope - you’ll arrive at the ‘Select your parties’ panel.

Towards the right-hand side, you'll see an 'Add' button, selecting this will present a dropdown with 'Party Message' and 'Password' as options.

Step 2 - Party Messages

Within the ‘Add’ dropdown, you’ll find a ‘Personal Message’ option. The dropdown here allows you to select from previously saved party message templates (which is useful if you have certain envelope types you regularly send out), and the larger box is where you can enter your party message!

Once you’ve filled out the message, you can choose to save it for future use by clicking ‘Save as New Message Template’.

Step 3 - Passwords

Within the 'Add' dropdown, you will see a 'Password', activating this will allow you to enable a password for the specific signer you have selected.

Once set, it will appear by default within the email sent to your Signer, however this can also be removed with our Branding feature!

And there you have it - two easy steps, two easy ways to personalise your envelopes!