Re-use previous send messages
I send the same transmittal message each time. I would like to be able to have a drop down that lets me pick previously used messages.
As it is now I have to cut and paste them from a Notepad document into the Echosign form.
David Roos
shared this idea
You can upload documents to your library and set most sending options as well as the document name there. The message text is not stored there now, but it’s a good idea to add it there or have a list of messages to choose from on the send page.
2 comments
-
Rob Wilson
commented
I think the other situation where this might come into play is where an document expiry has been set, and the signer forgets/runs out of time. Currently you'd have to re-upload/setup the entire document package in order to resend it to them. being able to re-send or re-activate previously sent documents would be ace. If actually chagning state can't be done, then create new based on a copy would be good workaround.
-
David Roos
commented
Each document I send is unique because it is personalized but the transmittal messages are identical, so I would like the requested feature.
