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Create the body of an email

Contents

Step 1

From the dashboard, click ‘Get Started’.

Create email body step 1

Step 2

After uploading your document and adding your signer(s), scroll down to the ‘Email Content (Optional)’ section.

Create email body step 2

Step 3

Fill in the Envelope Title; you will see this in your dashboard, and it’ll simplify searching for documents.

Create email body step 3

Step 4

Fill in the Subject. This is the first thing the signer will see when they receive the email.

Create email body step 4

Step 5

Fill in the Description. This will be shown in the body of the email.

Create email body step 5
Updated on 23 September 2025
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