Message Templates

Message templates let you save reusable messages that can be applied when sending an envelope. Instead of rewriting the same message each time, select a template and the message is populated automatically — keeping communication consistent across your team..

How message templates work

Each message template contains a pre-written message that populates the Message to recipients field during Step 4 (Review envelope) of the sending process.

Templates can include placeholders that automatically insert recipient and sender details when the envelope is sent.

Supported placeholders:

• {{recipient_name}}

• {{recipient_first_name}}

• {{recipient_email}}

• {{sender_name}}

• {{sender_email}}

• {{sender_number}}

Applying a message template

1. When sending an envelope, complete Steps 1–3 (upload documents, add recipients, prepare fields).

2. In Step 4: Review envelope, select a template from the Use a message template dropdown.

   

3. The template content will populate the Message to recipients field.

4. Review the message in the Email preview panel on the right. You can edit the message before sending if needed.

5. Click Send envelope.

You can also use Add private messages to override the template for a specific recipient with a different message.

Setting up message templates

Message templates are created and managed under Settings > Message Templates. See the Message Templates settings guide for instructions on creating, editing, and deleting templates.