The following features are available with the customization function :
- Changing the logo within the app and the logo in all emails sent from SignTime.
- Modifying the "Sender Name" and "Sender Email Address" for all emails sent from SignTime.
- Changing the "Subject" and "Body" of emails sent from SignTime.
*Target emails: Signature request emails, signature viewing emails, and signature completion emails.
From the signer's perspective, the emails will appear as if they are coming from your company rather than from SignTime, providing greater reassurance and helping to prevent missed emails.
This article explains each item on the customization page.
*The customization function is available only with the Prime Plan.
*The "Customization" page is displayed exclusively for users with owner permissions, as outlined below.
- Sections that can be modified using the customization function
- How to change the "Logo"
- How to change the "Sender Name" and "Sender Email Address"
- How to change the "Subject" and "Email Body"
1.Sections that can be modified using the customization function
With the customization function, you can modify the following five sections:
2.How to change the "Logo"
①Click on the "Select file" button under [Logo] and choose the image.
*Supported file formats: JPG, PNG. Size: 144x32 px.
②Click on the "Save" button at the bottom of the page.
③Confirm that the logo is reflected within the app.
This will change the "Logo"
3.How to change the "Sender Name" and "Sender Email Address"
①Turn on the checkbox for [Email], input the necessary fields, and click "Test Connection."
*All fields are required.
②After confirming that there are no issues with the test connection, click "Save" at the bottom of the page.
This will change the "Sender Name" and "Sender Email Address."
*The sender of the email is different from the sender of the document.
*By changing the sender of the email, it will apply to all users within the group for emails sent.
4.How to change the "Subject" and "Email Body"
①Delete the default text and input your desired "Subject" and "Body."
*In the "Subject," using {subject} will automatically display the "document name" in that section.
*If you do not wish to use it, please delete the {subject} text.
*You can change any one of the following emails: [Signature Request Email], [Signature Request Email (CC)], or [Signature Completion Email (Signer & CC)].
②Click "Save" at the bottom of the page.
This will change the "Subject" and "Email Body."
*These customizations will be applied to the entire group. Additionally, the changes will be reflected in documents sent after customization, so they will not affect emails sent in the past.