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robynf65672849
Participant
April 17, 2016
Question

Add logo and standard emails to choose from.

Hello.  Can somebody please point me in the right direction to add my logo and signature to e-sign emails? 

Also, I'm typing the same email over and over, and wondered if there is a standard email that I can set up to choose from (eg. please sign where indicated, or attached is your......, please read over this and e-sign" 

Thanks,

Robyn.

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2 replies

Anonymous
May 3, 2016

Robyn,

I was just reading the Admin Quick Setup Guide and found this under the Configure Send Page section: if you are an administrator, you can select Account > Account Settings > Send Settings.

Message Templates

A great time saver for high-volume agents. The message templates will allow you to set a new default message and further define a large array of other custom message templates. If you find that you are sending the same documents with the same message multiple times a day, take some time to configure this.

-Cesar

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Rijul Raj Khurana
Inspiring
April 18, 2016

Hello Robyn,

If you have a business level account, you can upload logo by going to Account tab->Account settings->Upload logo.

Regards,

-Rijul

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