Custom messages pre-written email notification content, including a subject line and body text. They are created and saved at the company account level. Creating a custom message is a good practice when you find you are writing the same message repeatedly when inviting a colleague or external guest to join a document.
Creating Custom Messages
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Custom Messages can be created under Settings.
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From Home, click the Settings gear icon in the bottom-left corner of the page.
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Click Settings
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Select Custom Messages under Personal section.
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Click the Add message button.
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Enter a Title - this will not be seen by the recipient but will be used to select which message you would like to use when sharing a document.
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Enter a Message subject - this will be the subject of the invitation email
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Enter a Personal message - this will be the body of the invitation email
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Click Save
Using a Custom Message
Once you create a Custom Message, you can send it with your document invitations.
Applying a custom message to saved invitees
The Share settings, you can apply custom messages to invitees that you have Saved for Later. The selected custom message will be included in their invitation when the saved invitees are invited.
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On a document, click the Share button to open Share settings
- Beside the saved invitee, click the down arrow beside 'Invite now.'
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Select Invite with message from the menu.
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Click the gear icon in the message field.
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Select Use custom message.
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Select the custom message you wish to use from those listed.
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If desired, further personalize/edit the message.
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Click Send.
To learn more about sharing a document, click here.
To learn more about custom branding, click here.