Message Templates

[Montgomery_and_Company]

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?

[Rijul Raj Khurana]

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]

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.

[Rijul Raj Khurana · Accepted solution]

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

[kim440]

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]

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]

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!

[Rijul Raj Khurana]

Hello Kim,

The message template feature is available in business level account. Do you by any chance had a business level account and then downgraded it? You can also inbox me you registered email address so that I can check your account type.

Regards,

-Rijul

[marka11742969]

Thats a complete rip off!!! Im a small business and having this function is pretty standard on other form packages. The wording is so abrupt and not very customer friendly. This should be allowed to be edited even in the basic package. I send on average 300 forms a year not all needing signatures or completing so not a big blue chip company. I use it for receipts as well as booking forms. I need to edit this text, can you please tell me if it's going to be a future update? If not I will cancel my subscription and go elsewhere. I only chose Sign as I use lots of other Adobe products.

[marka11742969]

I saw this on the trial but when I signed up it was missing. Gutted and not happy I wasted my money!!

[Meenakshi Negi]

Hi Marka,

In Adobe Sign trial account, you get all the features of the Enterprise account, except the integration.

I have checked that you have the Adobe Sign subscription for the individual account.

That is the reason the message template feature not included in the account settings.

However, you can edit the message when you send the document for signature.

On the send page, you can edit message there if you wish.

Regards,

Meenakshi

[maras15688424]

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]

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

[hphillips11]

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?

[mariahweyne]

Only admins can change/edit/ create templates, but users should be able to see all created templates.

[maricriss82649109]

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.