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When you send a Signature Request, adding a custom subject and message helps your recipients understand what the document is about and what they need to do. Follow this article to find out how.
When sending a Signature Request, you can personalize the email subject and custom message shown to your recipients in:
The invitation email your recipients receive
Any reminder emails you choose to send later
This is a great way to explain the context of the documents, provide useful instructions, and offer a more personal experience for each recipient.
Customizing the subject and message is optional. If you leave these fields empty, Yousign will automatically insert a default message for you.
Global vs. per-recipient customization
If your Signature Request includes multiple recipients, you’ll see an option to choose how your messages are sent:
Send identical notifications to all recipients
Enabled (default): Write one subject and one message that will be shared with all recipients (signers and approvers).
You can still personalize the invitation and reminder emails separately.
Disabled: Write a custom subject and message for each recipient, for both invitation and reminder emails.
This is especially useful if your recipients have different roles or if you'd like to share tailored instructions with each person.
If you switch between global and per-recipient modes, any custom messages you’ve written so far will be cleared. We recommend saving your message elsewhere before switching, so you can easily reuse it.
Customize the invitation and reminder content
Invitation email
Go to the Invitation tab.
Enter your custom Email subject and Custom message.
This content will appear in the initial email sent to your recipient.
Reminder email
Switch to the Reminder tab.
You can enter a different subject and message for reminder emails.
These messages are used when reminders are sent, whether automatically or manually.
You can write up to 2000 characters in your custom message.
Impact on the recipient
The subject and message you write will appear in the emails your recipients receive.
In per-recipient mode, each person will only see the message written specifically for them.
The custom message will not be translated, it will be sent in the language it is typed in, although the email will be sent in the language chosen for the recipient. To know more about the recipient's language, check out our article!