Workflows

Edit the body of signature emails

The email will contain the signer's name and information about the packet. Your custom text will be between their name and the “Review and Sign” button. Note that this message will only show in any emailed signature requests. With Workflows, if the primary signer also completes the last webform in the submission, they will proceed straight to signatures within the browser window. To customize any pre-signature messages within a Workflow, edit the “Review and Sign” page.

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Workflows
1

Workflows

  1. Navigate to the Workflow settings.

  2. Under Signature Settings, end your desired text in the body for signature emails box. email body 1

2

Etch Packets

  1. Navigate to or start a new draft of an Etch packet.

  2. To the right of the document, edit the email subject and email body. email body 2

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