Introduction:
In this help article, we will explain how to add a custom subject line and message to an envelope in Blueink. Personalizing the subject line and message can help provide context to your signers and improve the overall user experience. This guide will walk you through the process of adding a custom subject line and message to a envelope in Blueink.
1. Add a Custom Subject Line and Message to an Envelope
Step 1: Prepare your envelope
1.1. Once you are logged in, create a new envelope or select an existing one to add a custom subject line and message.
Step 2: Access the "Review, Print, Send" tab
2.1. While preparing your envelope, navigate to the "Review, Print, Send" tab. This tab allows you to review your envelope, make any final adjustments, and send it to the signers.
Step 3: Personalize the message to signers
3.1. On the "Review, Print, Send" tab, locate the "Messages" section, where you will find the "Personalize Message to Signers" feature.
3.2. Check the box next to "Personalize Message to Signers" to enable the custom subject line and message options.
Step 4: Add a custom subject line and message
4.1. With the "Personalize Message to Signers" feature enabled, you can now enter a custom subject line and message for the envelope. Type your desired subject line and message in the provided fields.
Signing Request Email: This email is typically sent to the recipient(s) of the document who need to review and sign it. The email usually contains instructions on how to access the document, review its content, and apply their electronic signature. The recipient will need to click a link in the email to be redirected to the signing page, where they can view and sign the document.
Documents Ready Email: The eSignature platform sends this email to document signers once all necessary signatures have been collected. It serves as a notification that the document is fully executed and ready for further processing or distribution. The Documents Ready Email informs the sender that the signing process is complete and that the signed document is available for download or further action.
Merge Field Options: Merge fields enable you to personalize messaging even further by automating the entry of information such as signer name, envelope expiration, sender email, and many more.
Step 5: Send the envelope
5.1. After adding the custom subject line and message and making any other necessary adjustments, click on the "Send" button to send the envelope to the signers.
2. Add a Custom Subject Line and Message to a Envelope Template
Step 1. Navigate the Platform
1.1 After logging in to your Blueink account, click “Envelope Templates” on the left corner of your screen.
Step 2. Create or Edit a new Envelope Template
2.2 Once you are in the "Envelope Templates" section, create a new envelope template or select an existing one.
Step 3. Navigate to the Delivery Options
3.3 While preparing your envelope template, navigate to the "Delivery Options" tab. This tab allows you to review your envelope settings as well as adjust custom messaging and reminders.
Step 4. Personalize the message to signers
4.4 On the "Delivery Options" tab, locate and enable the "Customize Reminders and Messages Toggle" and select the checkbox that says "Personalize Messages to Signers?". This is where you can enter Signing Request Email and Documents Ready Email.
3. Set a Custom Subject Line and Message as the default for the account
Step 1. Navigate to the Account Settings
1.1 Click the initial icon on the upper right of the page.
Step 2. Personalize the message to signers
2.1 Go to the Message tab, enable Personalized Message to Signers, and then type your desired subject line and message in the provided fields. Type your desired subject line and message in the provided fields.
Conclusion:
By using this feature in Blueink, you'll be able to customize all messaging that is sent to your signers and create a more meaningful and personalized experience for all parties involved. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.