BoldSignDocumentation
BoldSign Mobile Icon

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

Fri, 1 Oct, 2021

  • Go to Settings and then click Branding to open the branding page.
  • Click the Create New Brand button to start the brand creation process.

Create new brand option

  • Type the brand name in the text box. You can set this brand as default by checking the Set as default checkbox.
  • Then, upload the brand logo image which will be added to the mail.

Brand name and logo

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

Customize color

  • Below there is an 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 display name

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

Hide BoldSign branding

  • You can see the preview for both the signer page view and the email view with the brand logo and other customization on the right side.
  • After adding all the details save the brand using the Save button in the top-right corner.

Preview

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

View newly created brand

Copied to clipboard