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Can I send a private message to the recipient?
Published:
1 min read
BoldSign has a private messaging feature that lets users send secure messages to recipients. When sending a document to multiple recipients, you can include a private message for each recipient, ensuring that important information is shared discreetly.
Follow the steps below to send a private message to the recipient:
- Click
Create New
on the Dashboard page and select theCreate New Document
option. - On the Prepare document for signing page, you will see a
Settings
dropdown below each recipient when adding recipients. - Click the dropdown to reveal the Private message feature.
- Enable the Private message feature and enter a message for the respective user in the provided text box.
- This message will be displayed to the particular signer when they open the document.
We have also published a video tutorial on this topic. Check out the video below: