Customise Your Signing Experience with Branded Emails and Language Options

For organisations operating worldwide delivering customised signing experiences is essential to meeting recipients’ specific needs while maintaining a polished, professional brand image. Customised signing features, from branded emails to multi-language support, allows organisations to connect with clients and employees in a way that feels personal.

With the same document, you can customise the signing experience for different recipients. This gives organisations fine-grained control, right down to a per-signer level, whether it’s an internal or external recipient or the recipient is an ewitness, approver, or signer.

With customised signing experiences, you can add:

• Language Options: Create a new email experience and select the language of the experience to ensure international recipients understand and engage with a signing journey in their preferred language.

• Branded Emails: Design emails that perfectly represent your company’s identity, from colours to logos, ensuring every interaction aligns with your brand or specific client, project, or campaign.

Key Benefits of Customised Signing Experiences

• Professional and Polished: Create a signing process that leaves a strong impression by reflecting your brand and tailoring the experience to each recipient.

• Faster Signing: Make it easy for recipients to engage and sign, reducing delays and speeding up the process.

• Efficiency: Use pre-set experiences to quickly adapt to the needs of different departments, regions, or projects.

• Speak Their Language: Break down barriers with multi-languages, ensuring clear communication.

• Improved Customer Experience: Personalised signing journeys lead to higher satisfaction and faster document completions.

Examples of Custom Signing Experiences in Use

• International Teams: Offer a signing experience in multiple languages to tailor to international clients.

• Client-Specific Campaigns: Use branded emails to meet client expectations and ensure every interaction aligns with their preferences and needs.

• Departmental Workflows: Meet the specific requirements of different departments.

How to Set Up Custom Signing Experiences

1. Visit Presets > Experiences and click + Create New Email Experience.

2. Name your Experience.

3. Select the language of the experience you want to create.

4. Click Edit Experience and then customise the experience to suit your needs.

5. When you send out a document on the Recipients page you will see a dropdown list under ‘Options’. Select the Experience you would like to use and then click Send.

Customised signing experiences make signing more professional and personal. With branded emails, multi-language options, and tailored workflows, you can impress clients and adapt to diverse needs. Whether its working with global teams or specific campaigns, enhance client satisfaction and reinforce your brand at every step.

Watch the video below for a step-by-step tutorial.