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How to set up branding for your entity
How to set up branding for your entity

Set up branding for your entity

Updated over 3 months ago

Branding settings

  1. Click on your profile image up to the right

  2. Select Settings

  3. Select Branding under Entity settings

  4. Here you can set up the branding for your entity

Within Branding settings, you can:

  • Upload a logo

    • Upload your company's logo to be shown in the email sent to your recipient(s)

  • Set a subdomain

    • Set a subdomain, this could for example be your company name, this will be added to the URL on the documents that are sent out to the recipient(s).

  • Redirect URL

    • Add a webpage you want your signers to be redirected to after they have signed a document

  • Select theme

    • Select the theme you want for your email/document that are sent out from the entity

  • Manage team

    • Create new themes and edit existing themes

Please note!

  • Always make sure to click on Save when making any changes here!

How to upload a logo

  1. Click on Upload image

  2. Select a file from your computer

    Please note! A logo with white text or details on a transparent background will not be visible on the signing page

  3. Done!

How to select a theme

  1. Click on the field Select theme

  2. Select the theme you want to use for all your future emails/documents that will be sent out from the entity

  3. Click on Save

  4. Done!

How to create a theme

  1. Click on Manage themes

  2. Click on New theme

  3. Fill in all the fields and design the theme how you want it

  4. Click on Save

  5. Done!

The options available when creating a theme

When creating a new theme you can set:

  • Name

    • Give your theme a name

  • Background color

    • Changes the background color of the email header banner

  • Accent color

    • Changes the color of the View document button shown to the recipient in the email and also the color of the sign/approve button.

  • Background type

    • Set the background type to fixed or scroll

  • Sign button text

    • This changes the signing button text that the signers will click on to sign the document.

    • Please note: This is only available in plan Enterprise

  • Default editor font

    • This changes the text font of the text that follows under the heading in the editor block.

  • Default font for editor headings

    • Changes the text font of the heading when writing an editor block

    • When choosing the editor fonts you will always see a preview of how the chosen Font will look to the right of the two columns.

    • The first sentence demonstrates the font selected for Default editor font

    • The second sentence demonstrates the font selected for Default font for editor headings

  • Background image

    • Changes the background behind the document when a recipient opens the document.

    • We recommend using a high-resolution background and also that the background image is in landscape mode instead of portrait mode

How to manage themes

  1. Click on Manage theme

  2. Click on the theme you want to edit, either by clicking on the three dots and selecting Edit och click on the theme name

    Please note! The built-in theme cannot be edited, if you want to edit these you can click on them and then select Create new version, then you can change that theme.

  3. When you have made any changes click on Update theme

  4. Done! Now you can go back to branding and select the theme

How to redirect signers to a specific website after sign

  1. Click on the field Redirect URL

  2. Enter the webpage

  3. Click on Save

  4. Done!

You can also use dynamic merge variables in the redirect URL, such as ​​{{recipient.fullname}}, {{recipient.email}}, {{recipient.mobile}}, {{recipient.company_name}}, {{recipient.company_number}}, {{document.name}},​ {{document.value}} ​{{document.external_id}}, {{document.id}}, ​and {{document.unique_id}}.

Related Articles
Document settings
How to set the font in branding settings
Entity settings (E-sign plan)
How to create and set up an Entity
How to set up Tags for your entity
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