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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

  • 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 details, Copy Brand ID, and Delete.

brand-option-button

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