BoldSignDocumentation
BoldSign Mobile Icon

How to customize the recipient email appearance to match my company branding?

Fri, 1 Oct, 2021

  • Click Settings -> Branding to open the branding page.

Branding Page Pointed

  • Click Create New Brand button to start brand creation process.

Manage Brand Section

  • Type the brand name in the text box. You can set this brand as default by checking the Set as default checkbox.

Brand Name

Set As Default Pointed

  • Upload brand logo image which will be added to the mail.

Logo

Logo Added

  • You can customize the mail appearance in terms of background color, button color, and button text color. Select the required color from color picker.

Brand Colors

Brand Color Picker.png

  • Below there is option to add Email display name. You can add the name to display as From name in the email whenever the brand is selected.

Email Customization

  • You can hide the Powered by BoldSign from the mail by enabling this option.

Hide Boldsign Option

Preview Of Boldsign Brand

Preview Of Hidden Boldsign Brand

  • You can add a redirect URL to where the signer or reviewer should be redirected after completing the signing or reviewing process.

Redirect Url

  • You can see the preview for both the signer page view and the email view with brand logo and other customization on the right side.

Preview Branding

  • After adding all the details save the brand using the Save button in the top-right corner.

Branding Save Button

  • Now you can see the newly created brand in the Branding page. The menu button has options to Edit Brand, Copy Brand ID, and Delete options.

Brand Option Button

Copied to clipboard