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How to Customize Sender Information in DocuSign Notification Emails

Are you looking for ways to customize the sender information in your DocuSign notification emails? Look no further! With just a few simple steps, you can personalize your email notifications and make them more professional. Here’s a step-by-step guide to help you get started:

Step 1: Log in to Your DocuSign Account

The first step to customizing your sender information in DocuSign notification emails is to log in to your account. Once you’re logged in, you’ll be taken to your account dashboard, where you’ll be able to access all of the features and settings that you need to customize your emails.

Step 2: Click on Your Profile Settings

After you’ve logged in to your account, click on your profile settings. This will take you to a page where you can edit your user profile and customize your sender information.

Step 3: Edit Your Profile Information

On the profile settings page, you’ll see different options for customizing your profile information. Find the section that says “Sender Information” and click on it. Here, you can add your name, email address, and other details that you want to include in your email notifications.

Step 4: Save Your Changes

Once you’ve added all of the information that you want to include in your DocuSign notification emails, click on the save button to save your changes. Your updated sender information will now be included in all of the emails that you send through DocuSign.

Important Notes:

- Keep in mind that your sender information may be subject to verification and approval by DocuSign before it can be used in your email notifications.

- You may also need to adjust your email settings to ensure that your notifications are delivered to your desired inbox.

Frequently Asked Questions:

Q: Can I include a logo or other branding in my DocuSign notification emails?

A: Yes, you can include a logo or other branding in your email notifications. You can add images and other formatting to your notifications by using HTML coding, or by using the DocuSign drag-and-drop editor.

Q: Can I customize the content of my DocuSign notification emails?

A: Yes, you can customize the content of your email notifications by using DocuSign’s template editor. This allows you to create custom templates that include the specific content that you want to include in your email notifications.

In conclusion, customizing your sender information in DocuSign notification emails is a simple process that can help you improve the professionalism of your emails and make a better impression on your clients or partners. By following these easy steps and keeping in mind the important notes and FAQ, you can create personalized email notifications that perfectly match your business needs.

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