When a Signature Request is sent to a client, they will receive a personalized email from your ClientSide platform. The Email will contain your firm’s logo, a custom subject, and a personalized message. After preparing your document, a box will appear allowing you to enter a personalized message and document title. If the access code feature is activated we strongly recommend using phone, linkedIn, or another Email address to notify signers of your code.
For the subject the signer will see “Your Signature Has Been Requested For “(Custom Document Name)”.
*Note: When a message is prepared using forms, you will be able to edit it before finally sending it to a client.*