To amend the Default Message, go to the “My Profile” feature. This is available from the drop-down menu at the top right of the webpage (where your company name is displayed).
Once on the profile page, select the “Default Message” tab at the top right.
The Company Admin can then amend the default message which will appear for Company Users when the Company User sends a document for approval. Once changes have been made to the default message, the Company Admin must select the Save button.
The system will then update the Company Admin profile and the below message will display.
Please note, this area will be a free text field whilst sending the document for approval. This means the Company Users can edit the default message just before the document is sent out for approval.
