How to send a document with your brand identity?

A brand is an identity for an organization that can be easily recognized with a unique logo and color scheme. When sending a document for the signature request, including your brand makes it more professional and creates a strong brand impression on the recipients. You can create multiple brands, but only one brand can be selected when creating a document.

Creating a brand

• Select the Branding option under the Settings menu in the left navigation pane.
• Click the Create New Brand button to create a new brand.

• On the create branding page, specify the name of your brand in the Brand Name field.
• Next, upload your brand logo and choose the brand colors. Brand customization preview will be displayed on the right side.
• Optionally, you can also specify the “From” name that appears in signature request emails and click the Save button.

• Now, the brand has been successfully created.

Selecting a brand while creating the document

• Click the Create New button and select the Create New Document option.
• Fill in all the required fields and scroll down to the Document Settings section.
• Under the Document Settings section, you can find the Select Brand option. The default brand is selected and you can change it by selecting your brand from the dropdown.

• Finally, complete the document creation process and send the document for signature. Now the signer email and signer pages are customized with your branding.