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Participant
April 17, 2016
Question

Add logo and standard emails to choose from.

  • April 17, 2016
  • 2 replies
  • 433 views

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

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

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