How do I set the email subject and message?
Customise the subject line and body of the invitation email your signers receive.
Every envelope you send goes out with an email invitation. You can customise both the subject line and the message body in the Envelope Details section of the setup wizard.
Set the subject and message
- In Step 1 of the wizard, open the Envelope Details section.
- Envelope Title (required) — a clear name such as “Service Agreement — Acme Corp” (up to 200 characters). This is what appears in your envelope list.
- Email Subject — until you edit it, this defaults to your title (shown as “Subject: {title}”). Type your own subject if you prefer (up to 200 characters).
- Email Message — an optional note to your recipients (up to 2000 characters). The default is “Please sign the enclosed document(s).”
A short, specific message — what the document is and any deadline — helps recipients act quickly and reduces follow-up questions.
The Email Subject starts out mirroring the Envelope Title, but once you edit the subject it becomes independent — changing the title later will not overwrite your custom subject.
What fields can I place, and how do I assign them to signers?
Place signature, text, date, and other fields on your documents and assign each one to a recipient.
How do I set reminders and an expiration date?
Automatically remind signers who haven't acted and set a deadline after which the envelope expires.