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How can we handle relevant files better?

← Documents, Photos, Forms & Attachments

Customize the email "You have a document to sign"

The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.

20 votes

Erica Carmona shared this idea · Aug 10, 2021 · Report… · Admin →

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W.T Anderson commented · March 31, 2022 6:41 AM · Report

I agree!

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Laura Bovich commented · September 9, 2021 5:54 AM · Report

My Concern on what has been developed as the notification when sending proposals....

I would rather it say, "you have an estimate or proposal to review". Some elderly folks might feel like if they open the link, that they would HAVE to sign it.

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