Create reusable messages that you can easily apply when sending a document or file to your clients or collaborators. We've provided some starter templates that you can edit, or start from scratch by creating new ones.

Access your message templates by clicking your avatar in the top right corner > Account setting > Message templates.

Creating new templates

Create new templates by clicking the '+ Create a message' template button.

Managing existing templates

You can edit or delete the existing templates by clicking the 3-dot menu.

Note: The placeholder text in the starter templates will not automatically pull data from a contact's profile in. You will need to manually edit this text when sending out emails.

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