Utilise prewritten texts
Last updated
Last updated
You can streamline the creation of signature requests by using prewritten texts, such as your commonly used messages, standard content, or contact details. These texts can be easily inserted into each signature request.
Open the Prewritten texts menu from the top right corner.
Click + New text to create a new entry.
Give your text a descriptive name so you can easily find it later. Then write the content you want to reuse. You can create multiple texts as needed.
Finally, choose where the text should be available:
In signature invitations
In review tasks
Or in both
When filling a new signature request, click Add prewritten text from the bottom right corner of the text field, and select the desired text from the menu.
The selected text will be automatically inserted into the text field – you can still edit it freely before sending.
You can insert several prewritten texts, such as an invitation message followed by your contact details, and continue editing them as needed after inserting.