Sending signature invitations can be made easier with three settings. These are: Invitation templates, message templates, and mailing lists.
Administrators can create the aforementioned ready-made setting templates, which are available to users of the company account.
Invitation Templates
It is possible to set the desired settings as default for invitation templates, which can speed up and simplify the invitation sending process. An invitation template is thus a so-called setting template.
Invitation templates can be created in the company settings under settings -> organization info -> invitation templates -> create a new invitation template. Invitation templates can always be created for each user group.
A ready-made invitation template can be utilized in the invitation sending view from the top left corner of the page.
Message Templates
It is possible to add your own text to the signature invitation, which is added as part of the invitation message. These texts are called message templates. If you want to create a ready-made text, you can do so from settings - message templates - message templates.
Recipient groups function
The Recipient groups function allows you to store signers' email addresses and other contact details in advance, so you don’t have to enter the same information repeatedly. You can also add your own contact details to the recipient group, which is useful if you often act as a signer yourself. This feature streamlines the process of creating invitations and saves time, especially when you frequently send invitations for signature to the same recipients.
Recipient groups can be created in the company settings as follows:
Settings → Message templates → Recipient groups → + Add new recipient group.
Once you have created a recipient group, you can easily add signers to the invitation by using the "Load recipient group" function during the invitation creation process.
This article has been translated using an AI-based translation tool.
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