Brands

Editing the files listed in the grid below will enable you to change any branding styles in the signing process for your users. By adding additional brands, you can target specific brands to specific signing participants to enable unique experiences during their signing session. The language that is presented is determined by their browser settings.

If the language the user's browser is set to prefer is not available, "English" will be used as the default. You should only create new branding files if you want to change the style that's currently in the Master file or if adding an additional language that does not currently exist in the Master set.

To update Workflow Branding:

From the Quick Stats dashboard:

1. Click on Workflow Designer in the top right corner of the screen
2. Select Brands from the drop-down menu
3. Click New Brand

On the new menu:

4. Enter a Template Set name
5. When finished, Click Add Brand.
   Notice that all the brand pages below are now grayed out and the new template name will appear in the upper left-hand corner.
6. Select the page(s) you wish to update by clicking the check box to the left of your selection.
   New options will populate.
7. Select the Brand you will use to overwrite the selected items.
8. Click Overwrite Selected Items.
   This will unlock the selected items and allow you to edit them.
   Available Options:
   1. View XML Code
   2. Edit Template
   3. Delete Template
9. Click on the pencil icon to edit the content.
10. Make any necessary changes to the CSS styles.
11. When finished, click Update Brand.

Watch the tutorial below on how to use a Brand in a Workflow.

To open the video in a new tab click on this link: Using a Brand Video