Add a private message

When sending a document, you can specify a private message to go to specific recipients. The private message will only be visible to that recipient. It will be included in the email to that recipient, along with the general message to all recipients

Add a private message

1. From the Review and Send dialog, Click the message icon next to the applicable recipient

2. The private message dialog will appear. Add the message in the message field and click Save.

Tip: Use a merge code to personalize your message:
"[Name]" - Inserts the recipients name into the email message they receive
"[Role]" - Inserts the recipients role into the email message they receive

3. Click Save