Can I add a personal message to the invitation?

Yes. The Set Up and Send panel has an optional Message of up to 1,000 characters. It appears in each guest’s email as a quoted message from you and is kept in the session’s audit trail.

Can I see the email before it is sent?

Yes. Email Preview shows From, To, Subject and the exact email for the guest chosen in Preview as, and it updates as you type.

Do guests need an account or an app?

No. Each guest gets a private join link that opens in their browser.

Can I send the link myself instead of emailing it?

Yes. Share session link instead gives you a join link to copy, and Copy Invite on a guest’s tile copies a text-message-ready invite with their private link, the session time and the passcode if you set one.

Why is Email Live Invites missing?

It appears once there is at least one guest and one signature box on the page. Use Place Signatures to create the guests and place their boxes first, then send from the Signers panel.

How to Invite Guests to a Video Signing Room (With a Message and Email Preview)

A Video Signing Room is only as smooth as its invitations. Guests need the right link, the right time, and ideally a word from you about what to have ready. Hosts need to be sure the email says what they think it says before it goes to a client.

That's what the Set Up and Send panel is for. Here's how to use it, start to finish.

Before you invite: set up the room

Open the document, click Collect Signatures and choose Live Video Signing Room — or press Start Video Signing Session in the Signers panel. Video Signing Room Information asks for a session name, an optional date and time, an optional passcode, whether the identity check is Optional or Required, and whether to Set a signing order. Your own details sit in the Host Profile bar, collapsed to one line.

With no date the button reads Start Live Session Now; with a date and time it reads Schedule Session & Send Invites.

Open the Set Up and Send panel

Press Send Room Invites in the Signers panel. In a live room it's there even before you've placed any signature boxes, because the panel is also where you add and edit guests. The panel slides in over the editor with:

‹ Back to Editing — closes the panel without sending anything.
The document name and a progress line: Prepare ✓ → Set Up and Send.
A Pro Signing badge — the Video Signing Room is part of that plan.

The left side: who, and what you want to say

From — you, the host.
To — one card per guest with their name, email, role and details. Signers already on the document are carried over. Add more with ＋ Add Another Guest or pick people with 👤 Open Contacts. A finished guest collapses to one line (name, email, Edit, ✕); click the row to open it again.
Subject — the email's subject line.
Message (optional) — a personal note of up to 1,000 characters, such as what ID to have ready or who else will be on the call. It appears in the invitation as a quoted Message from block with your name, and it's kept in the session's audit trail.
Session settings — chips show the passcode, ID check and signing order at a glance, with a link to change them.

The right side: see exactly what each guest gets

Preview as — pick any guest. Each invitation carries that guest's own private join link, so the preview is per person.
Email Preview — From, To and Subject over the exact email, rendered as it will arrive. It refreshes about half a second after you type in a guest card, the subject or the message.
Document Signing Preview — Open signing preview ↗ shows the document the way that guest will see it when it's time to sign: their fields, on desktop or phone, plus a sample of the completed document. (More in previewing what your signer will see.)

Send now, place boxes first, or schedule

Place Signatures — creates the guests without emailing anyone and puts you into placement so you can drop their boxes first. When you're done, ✓ Finish and Send Invites in the Signers panel sends the invitations.
Email Live Invites — sends the invitations now. It counts them (Email 2 Live Invites) and appears once there's at least one guest and one box on the page.
📅 Scheduled Signing — pick a time; the invitations carry it.
Share session link instead — a join link you can copy and send yourself.

The confirmation matches what you did: Invites Sent — Your Room Is Open for a live room, or Invites Sent — Session Scheduled for a later one.

Invite your guests with confidence

A personal message, a preview of every email, and each guest's signing page — before anything is sent. Part of Pro Signing.

Try the Video Signing Room →

After the invites go out

Each guest's tile reads Waiting for <name> until they connect, with Email Invite Sent… under it.
Copy Invite copies a text-message-ready invite for that guest — their private link, the session time and the passcode if you set one.
The Expecting list shows who hasn't arrived yet.
Guests invited by email can open their link and upload their ID before the session starts, if you use identity verification.
Once a guest joins, Let's Sign appears under Send Room Invites — see keeping a video signing on track for how the signing gate works.

The short version

Send Room Invites opens Set Up and Send: guests, subject and an optional message on the left; Preview as, Email Preview and Document Signing Preview on the right. Send now with Email Live Invites, schedule it, or place boxes first — and every guest gets their own private link, with no app to install.