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When you send a document to be reviewed and signed (in my case for proofing purposes), is there anyway to change their is default message that comes up that basically says review and sign [the document's file name you sent]. Currently, I have one on my notepad that I have to constantly open and copy paste. There must be somewhere where that message can be altered. Has anyone done it and how did you do it?
Hello Wayne,
That's the system configured message shown in email sent out. You can only customise the message you type in the Message box while sending the document out for signature.
Regards,
-Rijul
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Hello Wayne,
That's the system configured message shown in email sent out. You can only customise the message you type in the Message box while sending the document out for signature.
Regards,
-Rijul
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There is no way to change the default message from "Please review and complete this document" to anything else other than typing it in for every single email you send out?
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Hi Rijul
I would also like to see this function. In my profession we have a legal requirement to have certain wording in written communications. It is very annoying having to cut & paste that each time, particularly that I seem to get timed out after about 30 seconds or so and have to start all over! Grrrrrrr Would be great to have a template. Used to use Docusign and they have it in the Profile set-up, and disappointed that Adobe doesn't have what seems to be a very basic function.
Thanks
BK
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infomax_accountancy wrote:
Would be great to have a template. Used to use Docusign and they have it in the Profile set-up, and disappointed that Adobe doesn't have what seems to be a very basic function.
Hi Infomax,
What a great idea! Adobe has a form for feature requests here:
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I was looking for this specific function as well. This would be a great addition to the Adobe Sign software if it could happen.
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Hi Caitlynn
Please can you elaborate a bit more on what it is that you are trying to achieve as Adobe Sign does have the functionality to customise the email message that is sent. Are you refering to changing the wording? If so this can be done either through message templates see instructions on what to do here:
https://helpx.adobe.com/sign/kb/how-to-create-message-templates.html
If you are refering to changing the look and feel of the email message then this can be done through the Adobe Professional Services team for more information and the guideline see:
https://helpx.adobe.com/sign/using/custom-email-templates.html
I hope this is what you are looking for.
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Sorry, this does not help. I do not have anything listed as "message templates" under my account settings.
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I have the same issue!
I see Adobe support pages like this: https://helpx.adobe.com/sign/kb/how-to-create-message-templates.html
But there is no Message Templates under my Account Settings.
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It seems it's only a feature for Business Accounts:
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From My understanding, unfortunately it is available only to Corporate version which is really rediculus, why I have to copy paste every time
there is another way to try is to save it as a template which means you have to work from the web browser not from local files
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Hi, I also have the same issue. Surely, there is a way to be able to change such a basic feature as ther default message that is sent with the pdf for signing? Please advise how this can be done.
Thanks.
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Really unaccepatble that such a basic feature is not available except in your Enterprise version. We will no longer use Adobe.
Thanks.
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Agreed. This is a pathetic feature to paywall. Especially as this page sells customosation as a feature: https://www.adobe.com/nz/sign/features/branding.html
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I'm running into the same issue now. You can add your own words to the default message but are unable to delete any words. I've always thought Adobe E-sign is inferior to DocuSign. The company purchased Adobe so here we are.
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Hi bombgirl547,
Thank you for reaching out, and sorry for the delayed response.
You may remove the default message and type it in your message when sending the document.
However, with an Acrobat Sign business or enterprise plan, you may create message templates and use those templates while sending documents for signatures. For more information, refer to the following page: https://adobe.ly/3xdjnz4.
Thanks,
Meenakshi
Marking a reply or response “Correct” will help future users with the same issue quickly identify the correct answer.
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Again, this is a ridiculous thing to have available only to business or enterprise accounts. It's a very basic need. You allow customization features -- this should be one of them. I may have to find another signature service. This has been requested since 2016. You've updated the whole blasted e-signature experience -- you can't add this?
Hanne Moon
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Based on your link, we have to submit the email message we want made into a template and then Adobe creates and sends back. This seems like an excessive amount of work all around. I am missing something?