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Custom email message for "Receives a copy"

  • February 21, 2025
  • 3 replies
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L
Newcomer
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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

Best answer by mrave

​@Lea Banz 

You 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 article will guide you through the configuration.

A more advanced option would be to modify the email resource file to modify the text for email notifications, e.g. the “Completed” email that you are referring to.

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    Michael.Rave
    Docusign Employee
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    • Michael.RaveDocusign Employee
    • Docusign Employee
    • 925 replies
    • Answer
    • February 21, 2025

    ​@Lea Banz 

    You 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 article will guide you through the configuration.

    A more advanced option would be to modify the email resource file to modify the text for email notifications, e.g. the “Completed” email that you are referring to.

    "Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    L
    Newcomer
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    • Lea BanzNewcomer
    • Author
    • Newcomer
    • 1 reply
    • February 21, 2025

    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. 

    R
    Community Moderator
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    • rodolfo.napayCommunity Moderator
    • Community Moderator
    • 141 replies
    • March 4, 2025

    Hello ​@Lea Banz ,

    If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

    Let us know if you still need assistance with this topic.

    Best regards,

    Rodolfo | Docusign Community Moderator
    "Select as Best" below if you find the answer a valid solution to your issue!

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