Custom Messages

Expedite the contract sharing process by sending parties prewritten, "personalized" custom messages.

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When you invite a third party or colleueage party to a document on Concord, the below message will be sent by default:

Please review this document on Concord.

Thank you,

Users may then manually edit the default message or, select a pre-written Custom Message.

To learn more about sharing a document, click here. And, to learn more about custom branding / email sender, click here.

Create a Custom Message

Users can create Custom Messages in the Custom Messages Settings page.

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    1. From Home, click the setting cog
    2. Click Settings and select Custom Messages under 'Personal'
    3. Click Add message
    4. Enter a Title - this will not be seen by the recipient
    5. Enter a Message subject - this will be the subject of the invitation email
    6. Enter a Personal message - this will be the body of the invitation email blobid5.png
    7. Click Save

 

Use a Custom Message

Once you create a Custom Message, you can send it with your document invitations. 

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      1. Click Share
      2. Enter your party(s) email address(es)
      3. Select their editing rights
      4. Click the settings cog in the message field
      5. Click Use custom message
      6. Select the custom message from the pop-up list
      7. If desired, further personalize/edit the message
      8. Click Send

If you saved an invitation for later:

When you're ready to share the document, you can still apply a custom message to the invitation.

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        1. Click Share
        2. Locate your party under 'saved for later'
        3. Click the down arrow beside 'Invite now'
        4. Click Invite with message
        5. Click the settings cog in the message field
        6. Click Use custom message
        7. Select the custom message from the pop-up list
        8. If desired, further personalize/edit the message
        9. Click Send

 

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