How do I add messages to a DocuSign email?

When entering your DocuSign template to edit, scroll to the bottom of the page to the gray section titled "Message to All Recipients".

Under "Message to All Recipients", you have the option to write a generic message to all parties involved with the document or a unique message per recipient.

• Sending a Generic Message to All Recipients:

  • Enter the subject of your message in the Email Subject text-box (as seen in P-1).

  • Enter the message that you want to send in the Email Message text-box.

  • Depending on where you are editing/creating a document, you can either click Next to be taken into the DocuSign template, Send Now to send the document, or Save and Close to save the document (all of these buttons can be found in the bottom right-hand corner of the screen).

• Sending Individualized Messages for Each Recipient:
  
  

  • Check the box that says "Custom email and language for each recipient". A blue check mark will appear in the box indicating that each recipient will be sent a unique message (shown in P-2).

  • Set the language that you would like to use for your recipients message.

  • Enter the unique subject of the message into the Email Subject text-box followed by a message specific to the role of the recipient.

  • Click Next to be taken into the DocuSign template, Save and Close to close the document, or Send Now to send the document.

P-1

P-2