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How to customize the recipient email appearance and signing page to match your company branding?

2 mins read

Branding in BoldSign allows you to customize the appearance and branding of the signer’s view and email alerts. This includes adding a unique logo and selecting a color scheme that reflects your company’s branding. Customizing the brand makes it easier for your customers to recognize your organization and enhances the professionalism of your documents. To customize the brand, follow the steps below.

  • 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 and signing page in terms of background color, button color, and text color. Select the required color from the color picker.

set background and button color

  • Below is an option to add an Email display name. You can add the name to display as a 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.

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.

Save brand

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

Edit and delete options

  • Once you create the brand and send a document for signing, you can find the branding customization on the signer’s email page and signing page like below.

Signer email page

Signing page

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