How to navigate to your Branding settings
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).
Add a webpage you want your signers to be redirected to after they have signed a document
Select the theme you want for your email/document that are sent out from the entity
Create new themes and edit existing themes
Always make sure to click on Save when making any changes here!
How to upload a logo
How to select a theme
How to create a theme
The options available when creating a theme
When creating a new theme you can set:
Give your theme a name
Changes the background color of the email header banner
Changes the color of the View document button shown to the recipient in the email and also the color of the sign/approve button.
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 Plus
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
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
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
To see what the different Editor Heading Fonts look like, click here.
We recommend using a high-resolution picture for your background image. When finished, click Save and close the window.
How to manage themes
How to redirect signers to a specific website after sign
You can also use dynamic merge variables in the redirect URL, such as
How to create and manage Email templates
Please note! Email templates are only for our Enterprise Plus plan
Within Email templates under Branding, you can:
Select Template for document sendings
Can always be changed manually by each user when sending a document
Select Template for notifications
Will be the default templates used when notifications are sent out
Manage email templates
Creating new email templates
Managing existing email templates
How to create an email template:
How to edit an email template