How to edit your client notification messages.
Modify your email messages and SMS to suit your company's voice and tone - or even translate the text into your preferred language.
Note: FileInvite currently only sends SMS to the primary contact of an invite! Stay tuned for an update in the future!
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1. Navigate to Settings > Preferences in the main menu
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2. Select the Messages tab
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Tip: Manage what your clients receive by toggling messages ON or OFF for Email and SMS.
3. Click the edit button of the message that you want to customize.
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4. A new section will pop up where you can edit the content of the message that goes out to your client. A preview of how it's going to look will appear on the right.
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You can type # to insert fields that are automatically populated based on various data that FileInvite has.
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Revert back to the default messages at any time by clicking Restore Message Defaults.
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5. Don't forget to click Done to save your changes
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6. Finally, hit the Save button to save your message settings.
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🎉 Now you can use your voice to get your documents back in record time 🎉