Enter the subject and message

The subject is the name of the request. It helps you find the request in your list later, and the recipients see it in the e-mail. The message goes to all recipients.

Where to find it

New request → step Subject & Settings

1. Enter the Subject (100 characters at most).
2. Under Instructions / Message for all, write a message, e.g. by when the documents should be signed. This field is optional.
3. With the AI text assistant you can have the message translated, reworded or shortened, or have a draft written. Check the suggestion and click Apply.
4. Click Next.

Tip

You only see the AI text assistant if your administration has set it up for the organization.

Good to know

• You cannot continue without a subject.
• The message appears in every notification e-mail to the recipients. To write a message for one person only, use Personal message in the workflow, see Permissions and options of a task.
• Below the message there are more settings, such as Attach signed documents to the completion e-mail. See Advanced settings.

See also

• Overview: create a signing request
• Create the workflow