Branding
Personalize branding and email
Customize the company logo, invitation copy, completion experience, and reusable email content.
Workspace administrators and brand owners12 minutes
Before you begin
- Administrator access
- An approved logo file
What you will complete
- A consistent recipient experience using approved brand content
Upload the company logo
- 1Open PersonalizationGo to Settings > Personalization and locate Company Logo.
- 2Upload and reviewUse a clear, high-contrast logo and confirm it remains legible in email and signing contexts.
- 3Remove outdated assetsDelete the existing logo before replacing it when brand ownership changes.
Edit email templates
Edit invitation, completed, and document-copy messages using the Markdown editor. Insert only variables offered by the editor for that template.
Do not remove the signing or document link variable from a message that recipients need to act on.
Customize completion
- Set the completed-form message.
- Set the completed-form button label and destination where available.
- Enable confetti only when it suits the transaction context.
- Complete a test request to verify the final page.