What does it mean to brand your envelopes? Branding offers a way to customise the DocuSign experience for both senders and recipients. With the branding controls in DocuSign, account administrators can reinforce your brand presence and reassure signers that documents sent to them through your DocuSign account are coming from your organisation.

Watch this short video to grasp the basics:

What can you configure for sending and signing Brands?

Signing brands offer control over the styling of the email notifications (envelopes) sent to recipients and the signing view your recipients see when they go into the product to Sign. You can add a custom logo and specify a color theme to add your company branding to these interactions. Signing brands can be applied and saved with templates, and you can set a default signing brand for all envelopes sent from your account.

As the Sender, you can select a brand to apply to the envelopes you send. The sending brand provides control over your DocuSign account styling. You can specify a single sending brand for all account members, and add a custom logo and specify a color theme to apply your company branding.

How do I add a signing brand for recipients?

  1. In DocuSign Admin, click Brands, and then select the SIGNING tab.
  2. Click ADD BRAND, enter a unique brand name, and click SAVE. The Branding page for your new brand appears. At this point, the brand is the same as the default DocuSign sending brand.
  3. For the Info section of your new brand, set the following options and values as needed:
    • Brand Name. The brand name is how the brand is identified in Brands administration and to senders when they select a brand to use for the envelopes they send. Enter a distinctive name to help senders select a brand to use.
    • Company Name (optional). Enter a company name to use in email communications and on the Electronic Record and Signature Disclosure. To employ the Company Name value entered on a brand, you must also enable the setting in your Legal Disclosure “Use brand company name”. See Legal Disclosure for more information.
    • Use membership company name (optional). Select this option to use the Company listed in the sender’s Preferences > Personal Information. If this option is selected, any entry in the Company Name option for the brand is ignored. If neither the Company Name field is completed nor the Use membership company name option is selected, then the account name is used for email communications and the disclosure.
    • Set as Sign Default (optional). Select this option to make the brand the default brand used for all documents sent from the account.
  4. Under Customise What Recipients See, click CREATE YOUR THEME.
  5. To add a custom logo for signing or email notifications, click one of the following:
    • Upload Signing Logo. Displays a custom logo in the signing view when recipients open your documents to view and sign.
    • Upload Email Logo. Customize the logo used in email notifications sent to envelope recipients. Select a logo file that conforms to the image requirements guidelines.
      • Maximum file size: 300KB
      • Dimensions (recommended): 296×76 pixels
      • File formats: JPG, GIF, PNG
  6. To specify colours:
    • Click the colour box of the Header or Button background color you want to edit. The colour controls appear:
    • Select a colour using the color picker, use the eye dropper to match a color value in your custom logo or other image, or enter the hexadecimal value for the color.
    • For text, you can select either black or white only.
  7. Use the Preview views to check what recipients will see for both the signing experience and email notifications:
  8. To finish and save your changes, click Save. Your changes are summarised on the Branding page and can be applied to templates and envelopes generated by your account.

How do I set a default signing brand?

  1. In DocuSign Admin, click Brands, and then select the SIGNING tab.
  2. Locate the brand you want to set as the default.
  3. Click the menu icon and select Set as Default.

The selected brand becomes the default signing brand. All new envelopes and templates created in your account will use this brand to start. Depending on your configuration and user permissions, this selection can be changed by senders.

How do I delete a signing brand?

  1. In DocuSign Admin, click Brands, and then select the SIGNING tab.
  2. Locate the brand you want to delete.
  3. Click the menu icon and select Delete.

The selected brand is permanently removed from your account.

How do I customise my  sending brand theme?

  1. In DocuSign Admin, click Brands, and then select the SENDING tab. Your current sending brand configuration is displayed.
  2. Click EDIT YOUR THEME to open the brand customization view.
  3. Make your logo and color changes as desired and click APPLY BRAND.

Your new sending brand is saved and all account users will see the changes when they log in or refresh their active browser session.