Custom email message for "Receives a copy"

Question

Is there a way to add a custom email message to recipients with “Receives a copy”? Idealy, when the recipient receives the email “Completed” there will be a custom email message and not only “All parties have completed this document”.

If that is not possible, what options are there to get a custom message to the recipient once the document has been completed? I tried, “Private Message” but when testing it, I wasn’t able to see these message as “Receives a copy”. Wether in the email nor in the document itself.

many thanks,

Lea

mrave · Accepted Answer

​@Lea BanzYou can activate “Custom email message” and type in a custom email message for the “Receives a Copy” recipient, when sending the envelope. This would be the most common solution for your requirement, but may need to be activated by an Administrator for your Docusign account.This Docusign Support articlewill guide you through the configuration.A more advancedoption would be to modify the email resource fileto modify the text for email notifications, e.g. the “Completed” email that you are referring to.

Lea Banz · Answer

Hi Michael,thank you for your feedback. I did the Custom email message and added a message for the “Receives a copy” recipient. Unfortunately, this message doesn’t show up in the completed email that recipient received.I will try to modify the email resource file, thanks a lot for sharing the guide.

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