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How to customize the recipient email appearance to match my company branding?

Fri, 1 Oct, 2021

  • Click Settings -> Branding to open the branding page.

Branding Page Pointed

  • Click Create New Brand button to start brand creation process.

Manage Brand Section

  • Type the brand name in the text box. You can set this brand as default by checking the Set as default checkbox.

Brand Name

Set As Default Pointed

  • Upload brand logo image which will be added to the mail.


Logo Added

  • You can customize the mail appearance in terms of background color, button color, and button text color. Select the required color from color picker.

Brand Colors

Brand Color Picker.png

  • Below there is option to add Email display name. You can add the name to display as From name in the email whenever the brand is selected.

Email Customization

  • You can hide the Powered by BoldSign from the mail by enabling this option.

Hide Boldsign Option

Preview Of Boldsign Brand

Preview Of Hidden Boldsign Brand

  • You can add a redirect URL to where the signer or reviewer should be redirected after completing the signing or reviewing process.

Redirect Url

  • You can see the preview for both the signer page view and the email view with brand logo and other customization on the right side.

Preview Branding

  • After adding all the details save the brand using the Save button in the top-right corner.

Branding Save Button

  • Now you can see the newly created brand in the Branding page. The menu button has options to Edit Brand, Copy Brand ID, and Delete options.

Brand Option Button

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