Add private messages

Private messages are great for envelopes being sent across diffrent teams/business units.

Once you've uploaded the documents and added the recipients, scroll down to the 4. Review envelope section and look for the Add private messages option.

Clicking on this will open a dialog box where you can select the recipient you want to send a specific message to.

You can also use a message template by clicking on the dropdown menu.

Add your message to the private message box, and once done, click Confirm.