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Establish a Default Message - Sending out Documents

New Here ,
May 18, 2022 May 18, 2022

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Is there a way to establish a default message when sending out documents from Adobe Sign?  We have a list of messages created.  However, sometimes we forget to select the correct message before sending the document to be signed.  It would be nice to just have a general message preselected.  Such as: For your Review.  If you agree, please sign.

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Adobe Employee ,
May 20, 2022 May 20, 2022

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Hi @Asher24511228ozk7,

 

Depending on your purchased plan, you may consider creating a Workflow and establish a message by default while sending documents by using this Workflow. Here's a tutorial: https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html

 

Thanks,

Sritama

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