HOW TO TUTORIALS Private recipient messages

When sending a document you have the option to enter a message to your recipients. This message appears in the email that your recipients receive and should be used as a way to provide more information about the context of the document.

When your document is being sent to more than one recipient there may be a need to customise this message for each individual, this can be done by using private messages.

RESOURCES >> Email Archiving

Step One

Step One

How to add a private message

  • Follow the process of sending a new document.
  • When you are reviewing your document, click Add private messages underneath the message to the recipients text box.
  • In the new window, select which recipient you would like to enter a private message for and enter your message.
  • Click Save to save your changes.

When using the private messages feature as well as the message to recipients box, the private message will always take precedence.