Can I preset the email message for anything going out via Sign Builder?

  • orders_MPB
    Asked on April 16, 2024 at 12:44 PM
    Can I preset the email for anything going out via Sign Builder?
  • Mike_G JotForm Support
    Replied on April 16, 2024 at 1:22 PM

    Hi orders_MPB,

    Thanks for using Jotform. I understand you want that feature so you won't have to type the email address each time you want to send it. Is that correct? While the feature of presetting the email address to where the Sign Documents will be sent isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    In the meantime, let us know if you have any other questions.

  • orders_MPB
    Replied on April 16, 2024 at 3:12 PM

    Hi Mike


    Not the email address, I mean the Email message in the email settings. I need to set up each time to have "Please review & sign" on every documents that I send out. Is there a way that I can preset this and I don't need to put it each time.


    Can I preset the email message for anything going out via Sign Builder? Image 1 Screenshot 20


    Is that settings is only applicable to that particular document that I send for signature

  • Mike_G JotForm Support
    Replied on April 16, 2024 at 3:49 PM

    Hi orders_MPB,

    Thanks for your explanation and screenshots. That helped me understand what you want to happen. Since no feature would allow you to preset an email message for every Sign Document you create in your account, I've gone ahead and escalated your request to our Developers. Again, when or if it's implemented depends on their workload, how viable it is, and how many other users request it. Once we hear back from them, we’ll update this thread and let you know.

 
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