How to display a welcome message to clients

Some times, you need to display important information to the recipients before they start sending their documents.

Step 1. Add a description to your process

• From your Process sidebar, click on Configuration > General and
• change your Process description (which is usually visible in the ⓘ tab of your recipients' interface.

Step 2. Mark your description as a welcome message

• On the same page (Configuration > General), scroll to the behavior section at the bottom of the page.
• Enable the welcome message by ticking the checkbox
• Save

You can scroll back to the top of the page and click on View as end-user to see a preview of the future experience