Overview

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Learn how to add envelope settings in DocuSign including email subject and messages.

Customize email subject and message

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In the Email Message section you can customize the email subject and messages for recipients.

• DocuSign automatically adds a subject based on the documents you have added. You can overwrite this with your own subject line. The subject is limited to 100 characters.
• Optionally, type an Email Message for all recipients. The message is limited to 2000 characters.
• Add a note for an individual recipient (optional):
  • Select the recipient for the message from the Add a Note to: list and click Add. The Custom note dialog box appears.
  • Type the message for the recipient. The message is limited to 1000 characters.
  • Repeat this step to add a message for a different recipient.

          

                    

Envelope Settings

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Allow recipients to change signing responsibility

This option gives recipients the option to assign signing responsibility to another person. When a recipient receives the document, they select Change Signer.

• The recipient provides the new signer's contact information and the document is reassigned. In the document, field tags for the original recipient are reassigned to the new signer.
• The new signer receives a signing notification including any message included from the original signer.
• The sender receives a change in signer notification.
• The original signer is added as a carbon copy recipient.
• Once the document completes, the Certificate of Completion reflects the details of the signing event. The new signer is shown in the Signer Events section, and the original  recipient is listed under Carbon Copy Events.

Allow recipients to edit

This option allows recipients to make changes to the document with the document markup feature. If a recipient chooses to make a change, all signers on the document must initial their approval of these changes, and a full audit trail is maintained in DocuSign.

Recipients must be signers to view signed documents

When this option is selected, recipients will only be able to see documents that have Signature or Initial tags assigned to them or that do not have any Signature or Initial tags.