Can I send a private message to the recipient?

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 the Create 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: