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How to change the email display name?

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2 mins read

In BoldSign, you can change the email display name on the Branding page. You can specify the From name that will be shown in emails. This makes it easier for your customers to recognize your organization and enhances the professionalism of your documents.

Follow the steps below to change the email display name:

  • Click on the Branding on the Settings menu to go to the Manage Brands page.
  • On the manage brands page, click on the Create New Brand button.

Create new brand button

  • You will be taken to the Create New Brand page, and add the brand name, logo, and color.
  • On the Email Display Name section, add the name to display as a From name in the email whenever the brand is selected. For example, {SenderName} via Cubeflakes. The {SenderName} is a placeholder that will be replaced by the actual sender name and cubeflakes acts as the company name.

Email display name section

  • You can see the preview of the Email View with the From name on the right side of the page.
  • Then click the Save button and your brand will be created successfully.
  • If you already have a brand, you can change the email display name from the Edit brand option.
  • When you send a document for signature using the brand in which the Email Display Name was created, the signer will receive an email with the From name as shown below.

From name view

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