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Montgomery and Company
Montgomery and Company
Participant
February 11, 2016
Answered

Message Templates

  • February 11, 2016
  • 4 replies
  • 6732 views

My company uses 4 message templates on a regular basis. However, there are times when we would like to send a document without a message. I don't see the option to do this now that I have saved message templates. Can someone advise?

This topic has been closed for replies.
Correct answer Rijul Raj Khurana

Hello Deborah,

The message template title is not shown when applied in message field. By default, the name of document applied in Document name is shown in email.

Regards,

-Rijul

4 replies

maricriss82649109
maricriss82649109
Participant
April 25, 2019

I enquired with Adobe Sign regarding custom message template as we also do not find the standard message customer focused. I was advised that it would cost us USD$2,000 flat fee to customise the message template. If we design our HTML message template and only get Adobe to review and install, it would cost us exactly the same price. I honestly do not find this costing justified.

maras15688424
maras15688424
Participant
August 31, 2017

Was there a solution to this?

I am trying to create a new message template or at least change the one currently on there. Under Account Settings, it does not show me the option. Help...

Meenakshi Negi
Community Manager
Meenakshi NegiCommunity Manager
Community Manager
October 25, 2017

Hi Maras,

Sorry for the delay in response.

As mentioned above by Rijul, the message template feature is available in the business level account.

Could you please let us know the type of account you have with Adobe Sign.

Let us know if you have any questions.

Regards,

Meenakshi

H
hphillips11
Participant
August 12, 2024

We have a business acount and a user had many message templates.  It seems as though the user can only see the message templates if they are an admin and not a regular end-user.  Is this the case?

 

kim440
kim440
Participant
February 16, 2016

I am having a similar issue.

Back in September, when I signed on with Adobe EchoSign (before it became eSign), you could add message templates for each document you send out. I now need to edit those messages and add a new one, as my company requirements for signing have changed and I've added a new document to the mix.

I was on chat with an Adobe rep today and asked her how to access this feature. All of my original message templates do appear in a drop-down menu below the Agreement Name window when you prepare to send a doc out for signature.

The agent I was chatting with said that messages now have to be created manually for each document, which I find absurd! How does that now simplify the signing process? All of my original messages have to be manually edited each time I send a document, and now each time I add a new document to our library, I cannot create a new message template!


So the auto messaging template feature has silently gone away, yet all of my original messages remain and can only be edited manually.

    Montgomery and Company
    Montgomery and CompanyAuthor
    Participant
    February 18, 2016

    Thank you, Kim. That is helpful. Do you know if clients can see the message "title" when a document is sent to them? For example, if I want a very generic message, could I title it "Generic" and just say, "Please review and sign this document?"

    kim440
    kim440
    Participant
    February 19, 2016

    Glad I could be helpful!

    I do not believe the message title template is visible, only the actual message body.

    What I will have to do (until Adobe returns the functionality of message templates) is have a Word or text document that has all of my messages already typed in to it, select the message text I want, then paste it in to the Adobe eSign message window prior to sending out docs to have signed.

    I am going to write to Adobe to see if we can have message template creation restored!

      R
      Community Manager
      Rijul Raj KhuranaCommunity Manager
      Community Manager
      February 15, 2016

      Hello Deborah,

      By default, a message field is required to fill before sending the document out for signature. Are you looking to use a different template or not want to use any of them at all?

      Regards.

      -Rijul

      Montgomery and Company
      Montgomery and CompanyAuthor
      Participant
      February 15, 2016

      Hi Rijul,

      Thank you for your help. Well, I would like the option to have a general template we can use for documents we send only rarely. If I titled a template "Document" and simply put in the message field, "Please review and sign your document," would the user see the title or subject line as being "Document" or would they just see the message? I appreciate your time.

      R
      Community Manager
      Rijul Raj KhuranaCommunity ManagerCorrect answer
      Community Manager
      February 21, 2016

      Hello Deborah,

      The message template title is not shown when applied in message field. By default, the name of document applied in Document name is shown in email.

      Regards,

      -Rijul

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